Privacy Policy

Name: Great Oak VFA
Address: #408-1280 Finch Ave West, Toronto, ON, M3J 3K6, Canada
Telephone: (416) 455-5600
Price range: $$

Last updated: September 15, 2025

Great Oak VFA (“Great Oak VFA”, “we”, “us”, “our”) provides valuation, forensic accounting, expert testimony, and related litigation support services. We are committed to protecting your privacy and handling personal information in a lawful, fair, and transparent manner.

This Privacy Policy explains how we collect, use, disclose, and protect personal information when you visit greatoakvfa.ca (the “Site”), interact with us, or use our services.

If you have any questions, contact us at privacy@greatoakvfa.ca or the mail address below.

1) Who We Are

Great Oak VFA
#408-1280 Finch Ave West
Toronto, ON M3J 3K6
Email: privacy@greatoakvfa.ca
Phone: (416) 455-5600

Our privacy officer (or designate) can be reached at the contact details above.

2) Scope

This policy applies to personal information we process about:

Visitors to our Site
Prospective and current clients, their personnel, and related parties (e.g., counsel, experts, insurers)
Individuals whose information may appear in case files we are engaged to analyze

This policy does not apply to information about our employees or contractors, which is handled under separate internal policies.

3) The Personal Information We Collect

Depending on your interactions with us, we may collect:

A. Identifiers & contact details
Name, organization, title, postal address, email, phone number, preferred language.

B. Professional & case-related information
Engagement details, matter IDs, party names, reports, assessments, analyses, schedules, testimony materials, communications, and documents you (or your representatives) provide to us.

C. Financial & billing information
Invoicing details, payment records, and related correspondence. (Payment card data, if any, is processed by our payment processor and is not stored by us.)

D. Website & device information
IP address, device/browser type, pages viewed, time on page, referring/exit pages, and similar analytics or server logs. We may use cookies or similar technologies for analytics, performance, and security.

E. Communications
Content of emails, web forms, phone calls/voicemails, scheduling details, and notes from consultations or meetings.

F. Consent & preference data
Your marketing preferences, cookie choices, or consent records.

Sensitive information: Our work may involve confidential and sensitive information (e.g., financial, medical/functional capacity details present in case materials). We process such information only as necessary for the engagement and under professional, contractual, and legal obligations.

4) How We Collect Information

Directly from you (forms, emails, calls, meetings)
From your representatives (e.g., counsel, adjusters, experts, specialists)
From opposing parties or public records where relevant to an engagement
Automatically via the Site (cookies, server logs, analytics)

5) Why We Use Personal Information (Purposes)

We use personal information to:

Provide services: evaluate files, perform analyses, prepare reports, and provide expert testimony.
Communicate: respond to inquiries, send engagement materials, provide updates, schedule meetings.
Manage our practice: billing, collections, accounting, auditing, compliance.
Improve the Site: security, debugging, analytics, and performance.
Legal & regulatory: meet professional standards, respond to lawful requests, enforce agreements, prevent fraud or misuse.
Marketing (limited): send service updates or invitations where permitted; you can opt out at any time.

6) Legal Grounds for Processing (Canada)

We collect, use, and disclose personal information with your consent (express or implied), and/or as otherwise permitted or required by law (e.g., where necessary to investigate a breach of agreement or law, for legal proceedings, or to comply with court orders). We limit processing to purposes a reasonable person would consider appropriate in the circumstances (PIPEDA “appropriate purposes”).

Québec Law 25 (if applicable): Where Law 25 applies, we rely on valid consent or other authorized grounds, maintain governance policies, conduct privacy impact assessments where required, and adhere to rules for cross-border transfers and incident reporting.

7) Cookies & Similar Technologies

We may use:

Strictly necessary cookies (security, load balancing, basic functionality)
Analytics cookies (e.g., first-party or GA4-style analytics to understand Site usage)
Preference cookies (remembering choices like cookie consent)

You can manage cookies through our Cookie Settings tool (if implemented) and through your browser settings. Blocking cookies may affect Site functionality.

8) When We Share Personal Information

We do not sell personal information. We may disclose personal information:

To service providers/agents under contract (e.g., secure hosting, email, document management, analytics, payment processing, IT/security support). They may only use data to provide services to us and must protect it appropriately.
To engagement parties as appropriate (e.g., your counsel, co-experts, mediators, arbitrators, courts/tribunals) in the context of our work and subject to obligations.
For legal reasons (e.g., to comply with law, court orders, or to protect our rights, users, clients, or the public).
Business transitions (e.g., merger, acquisition, reorganization) subject to confidentiality and applicable law.

9) Cross-Border Transfers

Our service providers or matter participants may be located outside your province or outside Canada (e.g., the United States). Your information may be processed in those jurisdictions and subject to their laws. We take steps to ensure appropriate protection and contractual safeguards are in place.

10) Retention

We retain personal information only as long as necessary to fulfill the purposes above, meet professional obligations, and comply with legal, regulatory, and audit requirements. Retention periods vary by record type and engagement. When no longer required, information is securely deleted or anonymized where feasible.

11) Security

We use reasonable physical, organizational, and technical safeguards appropriate to the sensitivity of the information, including access controls, encryption in transit (TLS) for our Site, and secure storage practices. No system is perfectly secure; please contact us immediately if you believe your information has been misused or compromised.

12) Your Privacy Rights

Subject to legal limits and our obligations:

Access & correction: request access to and correction of your personal information.
Withdraw consent: where we rely on consent, you may withdraw it (this may affect our ability to provide services).
De-indexation/portability (Québec Law 25): where applicable, you may request de-indexation or data portability as provided by law.
Marketing opt-out: unsubscribe from marketing emails at any time.

To exercise your rights, contact privacy@greatoakvfa.ca. We may need to verify your identity.

Complaints: You may contact us or the Office of the Privacy Commissioner of Canada (and, if applicable, the Commission d’accès à l’information du Québec) regarding unresolved concerns.

13) Children’s Privacy

Our services are intended for professionals and organizations. We do not knowingly collect personal information from children under the age applicable in your jurisdiction without appropriate consent or legal basis.

14) Third-Party Links

Our Site may link to third-party websites or services. Their privacy practices are independent of ours; please review their policies.

15) Marketing Communications

We may send limited, business-relevant updates where permitted by anti-spam laws. You can opt out using the unsubscribe link in any message or by contacting us.

16) Changes to This Policy

We may update this policy from time to time. The “Last updated” date at the top reflects the latest changes. Significant changes will be posted on the Site or communicated to clients where appropriate.

17) How to Reach Us

Questions, requests, or complaints about this policy or our practices:

Privacy Officer — Great Oak VFA
Email: privacy@greatoakvfa.ca
Mail: #408-1280 Finch Ave West
Toronto, ON M3J 3K6
Phone: 1 (888) 455-4456