Privacy Policy

Last updated: August 17, 2026

Cedargrove respects the privacy of clients, prospective clients, website visitors, business contacts, applicants and partners. This policy explains how the applicable Cedargrove entity collects, uses, discloses, retains and protects personal information.

1. Accountability and scope

This policy applies to Cedargrove Global Holdings Limited and participating Canadian Cedargrove entities. The entity responsible for an engagement is identified in the applicable agreement. A designated Privacy Officer oversees the privacy program.

2. Information we collect

Depending on the relationship, we may collect:

  • Identity and contact information

  • Business, employment and professional information

  • Financial, accounting, tax and transaction information

  • Ownership, director and entity information

  • Identification and compliance information

  • Communications, instructions and service records

  • Website, device, analytics and cookie information

  • Recruitment and application information

  • Consent and marketing preferences

We do not ask prospective clients to send sensitive financial, tax, identification or investment records through unsecured website forms.

3. Sources

We collect information directly from individuals; from their authorized representatives; through engagements and digital services; from affiliated entities where permitted; from service providers; and from public, commercial or regulatory sources where lawful.

4. Purposes

We use personal information to:

  • Respond to inquiries and evaluate engagements

  • Verify identity and satisfy legal or professional obligations

  • Deliver and improve services

  • Manage client, supplier and partner relationships

  • Process billing and payments

  • Operate, secure and analyze websites and systems

  • Communicate relevant insights and events with consent or other lawful authority

  • Recruit and evaluate candidates

  • Manage risk, conflicts, quality and compliance

  • Establish, exercise or defend legal rights

5. Consent and choices

We obtain consent where required and provide meaningful information about material privacy practices. Consent may be withdrawn, subject to legal, contractual or professional restrictions.

Marketing subscriptions are optional and separate from service inquiries. Commercial electronic messages identify the sender and include an unsubscribe mechanism.

6. Disclosure

We may disclose information to:

  • Cedargrove entities involved in an authorized matter

  • Professional advisors and appropriately licensed delivery partners

  • Technology, hosting, analytics, payment and administrative providers

  • Government, regulatory, law-enforcement or professional bodies where required

  • Transaction parties in a proposed reorganization, financing, acquisition or sale, subject to appropriate safeguards

We do not sell personal information.

7. Service providers and processing locations

Cedargrove uses service providers to support technology and operations. Client systems are intended to use Canadian hosting where specified by engagement requirements. Some providers or support personnel may process or access information from other jurisdictions, where permitted and protected by contractual, technical and organizational safeguards. Information may then be subject to the laws of those jurisdictions.

8. Retention

We retain information only as long as reasonably necessary for identified purposes and legal, regulatory, professional, contractual and business requirements. Retention periods vary by record type and engagement. Information is securely destroyed, anonymized or deleted when no longer required.

9. Safeguards

Safeguards may include role-based access, multifactor authentication, encryption, secure portals, contractual controls, monitoring, backup, training, incident response and vendor assessment. No system is completely secure, and users should not transmit sensitive records through ordinary email or open web forms unless directed.

10. Privacy incidents

We maintain procedures to assess and respond to privacy and security incidents, including notification and record-keeping where required by law.

11. Access and correction

Individuals may request access to personal information held about them and request corrections, subject to lawful exceptions. We may verify identity before responding.

12. Cookies and analytics

The website uses cookies and similar technologies as described in the Cookie Policy. Users can manage non-essential cookie preferences through the consent tool.

13. Children

Our services and website are not directed to children, and we do not knowingly collect personal information from children through the public website.

14. Changes

We may update this policy to reflect changes in law, technology or practices. Material changes will be highlighted where appropriate.

15. Contact and complaints

Privacy Officer
Cedargrove Global Holdings Limited
86-50 Burnhamthorpe Road West
Mississauga, Ontario L5B 3C2
Canada
Email: [privacy email]

Individuals may also contact the Office of the Privacy Commissioner of Canada or the applicable provincial privacy regulator.