Privacy Policy

Last updated: October 2026.

At IKON Financial Group, protecting your privacy and personal information is important to us. This Privacy Policy explains how personal information is collected, used, disclosed, and protected when you visit our website, contact us, or engage our services.

Who we are

IKON Financial Group operates through two separate legal entities:

• IKON Financial Group Ltd. (“IKON”) provides bookkeeping, payroll, and business administration services.
• Suraj Randhawa Professional Corporation, Chartered Professional Accountant (“SRPC”) is a professional accounting firm registered with CPA Alberta and provides professional accounting, taxation, and advisory services.

The two entities operate under a coordinated client-service model while remaining legally distinct. Each entity is responsible for the personal information it collects and controls.

IKON also provides administrative services to SRPC, including client onboarding, document collection, communications, and billing. When performing these functions, IKON handles information on SRPC's behalf and under its direction.

Both entities are committed to complying with applicable Canadian privacy legislation, including Alberta's and British Columbia's Personal Information Protection Acts and the federal Personal Information Protection and Electronic Documents Act (PIPEDA), where applicable.

Information we collect

We collect personal information reasonably necessary to respond to inquiries, maintain client relationships, and deliver authorized services.

Information you provide

Depending on your interaction with us, this may include:

• Your name, email address, telephone number, business name, and contact information.
• Information submitted through website forms, consultation requests, and client communications.
• Financial and accounting information, including bookkeeping records, bank statements, and financial documents.
• Tax-related information, including income details, tax slips, social insurance numbers, and government correspondence.
• Payroll and employee information where required for authorized services.
• Other documents or information you choose to provide.

We limit the collection of personal information to what is reasonably necessary for the purposes identified.

Information collected automatically

When you visit our website, certain technical information may be collected through cookies and analytics tools, including your IP address, browser type, device information, and pages visited. This information helps us maintain website functionality, understand visitor activity, and improve the user experience.

How we use your information

We use personal information to:

• Respond to inquiries and schedule consultations.
• Assess and provide requested services.
• Prepare accounting records, tax returns, payroll filings, and other authorized documents.
• Communicate with clients about their engagements, information requests, and deadlines.
• Administer client accounts, invoicing, and payments.
• Maintain our client portal and business systems.
• Comply with applicable legal, regulatory, and professional obligations.
• Protect the security and integrity of our systems and information.

We do not sell personal information.

How IKON and SRPC share information

IKON and SRPC may share certain administrative resources and information to coordinate client services.

• Administrative support:IKON may collect, access, or manage information on SRPC's behalf as its authorized administrative service provider. SRPC remains responsible for the professional services and information under its control.
• Coordinated services: Where a client engages both entities, relevant information may be shared between them as reasonably necessary to deliver authorized services. For example, bookkeeping records maintained by IKON may be provided to SRPC for preparation of corporate tax returns.

Information sharing is limited to appropriate purposes and is subject to applicable confidentiality obligations, client authorizations, and privacy laws. Professional accounting and tax decisions remain exclusively with SRPC.

Consent

We obtain consent for the collection, use, and disclosure of personal information where required by law. Consent may be obtained through website forms, direct communications, engagement agreements, or other appropriate methods, depending on the circumstances and sensitivity of the information.

You may withdraw consent, subject to applicable legal, professional, and contractual requirements. Withdrawal may affect our ability to provide certain services. We will seek additional consent where required before using personal information for a materially different purpose.

How we share information with others

We disclose personal information only where reasonably necessary for authorized purposes or where permitted or required by law. This may include disclosure to:

• Service providers supporting our accounting software, client portal, document storage, communications, billing, and business systems.
• Government agencies, including the Canada Revenue Agency, when authorized or legally required.
• Professional regulators, legal advisors, and insurers where appropriate.
• Other professionals or third parties with your authorization.

Service providers are subject to appropriate confidentiality and security requirements.

Some information may be stored, accessed, or processed outside Canada, including in the United States and other jurisdictions, where it may be subject to applicable foreign laws. Information about our policies concerning service providers outside Canada, including the countries and purposes involved, is available through the privacy contacts below.

Data security

We maintain reasonable administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, disclosure, alteration, loss, or misuse. These safeguards include access restrictions, secure systems, and appropriate confidentiality practices. Although we take reasonable precautions, no electronic communication or storage system can be guaranteed completely secure.

How long we retain information

We retain personal information for as long as reasonably necessary to provide services, meet legal and regulatory obligations, and maintain appropriate business and professional records. Retention periods depend on the nature of the information and applicable requirements. Certain accounting and tax records may need to be retained for six years or longer, while professional engagement records may be subject to additional retention requirements. Once information is no longer required, we take reasonable steps to securely delete, destroy, or anonymize it.

Your privacy rights

Subject to applicable law, you may:

• Request access to personal information held about you.
• Request correction of inaccurate or incomplete information.
• Withdraw consent to certain uses or disclosures.
• Ask questions about how your information is handled.
• Raise concerns or submit a privacy complaint.

We will respond to privacy requests within the timeframes required by applicable law. If a concern cannot be resolved directly, you may contact the Office of the Information and Privacy Commissioner of Alberta, the Office of the Information and Privacy Commissioner for British Columbia, or the Office of the Privacy Commissioner of Canada, as applicable.

Cookies and analytics

Our website uses cookies and similar technologies to support website functionality, understand visitor activity, and improve our services. You can manage cookies through your browser settings. Where required by law, we will obtain consent for non-essential cookies or tracking technologies. Disabling certain cookies may affect website functionality.

Third-party websites

Our website may contain links to external websites and services. We are not responsible for the privacy practices of third-party websites and encourage you to review their privacy policies before providing personal information.

Children and dependants

Our website is not directed toward children. However, certain authorized accounting, payroll, or taxation services may require information about children or dependants. Such information is collected and handled only where appropriate and with the necessary authority or consent.

Changes to this policy

We may update this Privacy Policy periodically to reflect changes in our services, business practices, or legal obligations. The most recent revision date will be displayed at the top of this page. Where required, we will provide additional notice or obtain consent for material changes.

Contact us

If you have questions, concerns, or requests regarding your personal information, please contact the entity responsible for the information.

IKON Financial Group Ltd.
Privacy Contact: Vishal Ratte, Director
clientservices@ikonfinancialgroup.ca

Suraj Randhawa Professional Corporation
Privacy Contact: Suraj Randhawa, CPA
hello@srpcaccounting.com

You may also reach us through our contact page. We are committed to responding to privacy inquiries promptly and appropriately.