OUR PRIVACY POLICY
Introduction
Levy Salis LLP and its management services provider (collectively “we”) are committed to protecting the personal information that we collect, use and disclose in the course of providing legal services and operating our law firm, in accordance with all applicable regulatory requirements, including applicable privacy legislation, and consistent with our professional obligations. As practicing lawyers, we have professional and ethical obligations to maintain information we have received within our client relationships in confidence. This Privacy Policy supplements our professional obligations of client confidentiality and sets out in general terms how we collect, use, disclose and protect the personal information of our clients, other individuals and our web site users (collectively “you”).
“Personal Information”
Privacy legislation in Canada defines “personal information” broadly as any information about an identifiable individual. In general, personal information does not include business contact information, including your name, title or position, business or business e-mail address, telephone or facsimile number.
Accountability
Levy Salis LLP is responsible under applicable privacy legislation for the personal information in our possession or control. This includes personal information we receive directly, such as from individual clients or other individuals, and personal information we receive indirectly from clients or others. We have established policies and procedures with the objective of protecting personal information and have appointed a Privacy Officer to oversee privacy matters for our firm. Our Privacy Officer can be reached at info@levysalis.com.
What Personal Information Do We Collect?
The types of personal information we may collect about you include your name and home contact information, billing and account information, information relevant to a client’s legal matters and other information incidental to the provision of legal advice and services by our firm.
Please note that all email addresses collected from our website by online forms that you fill out are added to our mailing list. Multiple staff members at Levy Salis LLP may receive the personal information provided on such forms.
We may also collect from you personal information about directors, officers and employees of a client or other party, witnesses, beneficiaries, family members, adverse parties or parties-in-interest, and information about shareholders, security-holders, investors, potential investors or buyers, business partners, targets, competitors or customers of clients, individuals, clients, pension plan members, or other parties who are individuals.
Before providing us with the above, you confirm that you have the knowledge and consent to the disclosure and use by us of other individuals’ personal information.
Our Purposes for Collecting, Using or Disclosing Personal Information
General
Levy Salis LLP collects, uses and discloses personal information for the primary purpose of providing our clients with professional legal services and representation, including for the following purposes:
- to establish and manage client relationships, provide legal advice, perform legal services, fulfil legal duties, and avoid legal conflicts of interest;
- to share personal information with third parties for the purpose of providing legal services in the context of legal proceedings, including conducting litigation, arbitrations, mediations or other proceedings. Such third parties may include opposing parties, parties in interest, opposing, foreign and other counsel and advisors, witnesses, courts, adjudicators, arbitrators, other decision-makers and experts;
- to represent clients in the context of business transactions involving the exchange or disclosure of personal information, including by purchase, sale, lease, merger, amalgamation, arrangement or any other type of acquisition, disposition, public offering, securitization, investment, financing or other transaction;
- to establish and maintain commercial relationships with clients, suppliers and other third parties, including to issue invoices, administer accounts, collect and process payments, evaluate credit standing, and to fulfil contractual obligations;
- to contact and communicate with clients and other individuals for the purpose of conducting market research, and evaluating client service and satisfaction;
- to distribute our publications and invitations to events to individuals who subscribe to our mailing lists;
- to maintain, develop and manage our document management, knowledge-management and precedent systems and databases;
- to consider the admission of individuals as employees and members of the firm;
- to develop and manage our business and operations;
- to detect and protect against error, negligence, breach of contract, fraud, theft and other illegal activity, and where necessary to meet our insurance requirements; and
- as permitted by, and to comply with, applicable legal or regulatory requirements or provisions.
Publications and Seminar Programs
Our publications program uses the contact information of those who subscribe through our web site or by invitation from firm members. Our seminar and marketing programs draw on a contact database of primarily business contacts that may also include individuals. We provide an opportunity to any contact to unsubscribe from our publications program or opt-out of contact for seminar, client events or marketing purposes on an ongoing basis by accessing our web page, or e-mailing to info@levysalis.com.
Web site
- Cookies – Cookies are small data files that are sent to your browser and stored on your computer’s hard-drive when you visit certain web sites in order to “track” your visit to the site. Levy Salis LLP may, from time to time, collect non-personal information about you and your use of the site though the use of cookies. We do not match or correlate this information with any personal information that you submit on the web site. Some browsers can be set to reject all cookies; if you choose to modify your browser in this manner, all features of the web-site will remain available to you. We use cookies for language preference purposes and to analyze web-site usage. This information is used for no other purpose.
- On-line Communications – In order to provide our web site users with publications, information or requested services, visitors may voluntarily submit personal information to us for such purposes as subscribing to or downloading publications, participating in a seminar or other event, participating in surveys or asking a question. We use the personal information you provide only for the purpose for which you have provided it. If a subscriber or visitor has subscribed or attended a seminar or other event in the past, we may combine the information with information submitted on the web site. We provide an on-going opportunity to unsubscribe or opt-out of contact by the firm by accessing our web-site, or by e-mail to info@levysalis.com.
- E-Mail Communications – We may send e-mail communications to subscribers or other individuals in our contact database to advise of legal developments, distribute publications or to advise of events or seminars. When we send email communications to our subscribers, we will sometimes track who opens the emails and who clicks the links within to analyze the success of our e-mail communications. We therefore may include technology in our emails that allows us to collect information about when you open the email, your email address, your IP address, your browser or email client type, etc. Each e-mail includes an opt-out feature and instructions on how to unsubscribe if you do not wish to receive future e-mails from Levy Salis LLP for these purposes. Please note that when you ask to be removed from mailing lists, your personal information, in accordance with the applicable data protection laws, will not be deleted but will be added to the relevant suppression list to ensure your request is complied with.
- Links – Our web site may present links to other web sites. You should be aware that operators of linked web sites may also collect your personal information and information generated through the use of cookies when you link to their web sites. Levy Salis LLP is not responsible for how such third parties collect, use or disclose your personal information, so it is important to review their privacy policies before providing them with your personal information.
- Widgets – We have social media widgets such as the Facebook Like button on our website. These widgets may collect your IP address, use a cookie to enhance functionality or collect information about which page you are visiting. Use of these widgets and tools is dictated by the privacy policies of the companies that provide them.
- Service Providers – To the extent we enter into arrangements with service providers, agents and contractors to store, handle or process personal information on our behalf, such as for data processing, document storage software support and office services, our policy will be to require such parties by contractual or other means to provide comparable privacy protection while the information is processed or handled by them.
Consent
We will obtain a client’s consent to the collection, use and disclosure of personal information about the client, and the consent of other individuals where required by applicable privacy legislation. We assume that an individual has consented to our reasonable collection and use of personal information consistent with the purposes for which the information was given, when the individual initiates contact with us or voluntarily provides personal information to us. We also assume that clients who retain us, or individuals involved in proceedings or matters opposite or adverse to our clients, consent to the reasonable collection, use and disclosure of their personal information by our professionals and agents for purposes of our representation or provision of legal advice to our clients and the conduct of the transactions or proceedings involving our clients.
We do not collect, use or disclose personal information without consent unless authorized or required by law to do so, such as in the following circumstances:
- if a client provides personal information about third parties to us for purposes of our legal representation or advice to the client;
- where a court order or subpoena is issued, or under applicable rules of production, a regulatory or other body with jurisdiction to compel production so requires;
- when the information is publicly available within the meaning of applicable privacy legislation, such as in professional or other directories, in public registries, publicly-filed court records or information appearing in published form;
- if we are investigating the breach of an agreement, a legal duty or contravention of a law and obtaining consent would compromise the investigation or the accuracy of the information;
- if we are required to disclose personal information to a lawful authority;
- as otherwise authorized by law.
As practicing lawyers, we are subject to professional and ethical obligations and we do not disclose personal information subject to solicitor-client privilege unless the privilege is lawfully waived or we are required by law to do so.
We obtain the electronic or oral consent of individuals who subscribe to our publications program or who indicate an interest to members of the firm in receiving such materials. We provide an opt-out opportunity to individuals from our publications, seminar and other events on an ongoing basis (see Publications and Seminar Programs above).
Limited Collection, Use and Disclosure and Retention
We collect personal information by fair and lawful means and, wherever appropriate, directly from the individual. Wherever possible, we limit the amount of personal information we collect, use or disclose to that necessary and appropriate to provide our legal services, advice and representation and to operate our firm business. We limit the personal information we collect and use for client relationship and development purposes and for our publication and seminar programs to contact information and information about preferences provided by the individual.
We keep records of the work performed and services provided by us in accordance with applicable regulatory requirements and professional standards. These records may include personal information. Our records are stored with safeguards against inappropriate or unauthorized access (see Safeguards). We retain contact information about individuals for the period of time the individual subscribes to our programs, does not opt-out or continues to respond to seminar and other invitations.
Accuracy of Information
In order to provide clients or subscribers with a professional level of service and to maintain appropriate contact preferences, we may ask you to update your personal information, contact information or preferences from time to time, and we provide an ongoing opt-out opportunity by link or hard copy with all publications, invitations and notices. Clients are encouraged to contact their lawyer to update the personal information we maintain in our client files.
Safeguards
We protect personal information in our files and document management systems from loss, misuse, unauthorized access and alteration by using physically secure facilities, password protection, standard security practices and tools and well-defined internal policies and practices.
Openness About Privacy Practices
The most up-to-date version of our Privacy Policy is available in its entirety at www.levysalis.com or by contacting our Privacy Officer at info@levysalis.com.
Access to Your Personal Information
We will provide access to such personal information, subject to exceptions stipulated or required by applicable privacy legislation. Examples of such exceptions include information protected by solicitor-client privilege; information generated in the course of a formal dispute resolution process; information about another individual where disclosure would reveal confidential commercial information; or information disclosed to the police or other lawful authorities where we are required to withhold disclosure. If you are concerned about the access we have provided or wish to advise us of inaccuracies in the information, you may contact our Privacy Officer at info@levysalis.com or, in the case of clients, their lawyer.
Challenging Compliance with this Privacy Policy
Levy Salis LLP will respond to complaints from individuals or questions about our compliance with this policy and with applicable privacy laws. We will investigate and attempt to resolve all complaints. To challenge our compliance with this policy please contact our Privacy Officer at the co-ordinates listed above.
If you have any questions or concerns about your privacy and our role in protecting it, please contact our Privacy Officer at the co-ordinates listed or your lawyer.
Notification Officer
Office of the Privacy Commissioner of Canada
112 Kent Street
Place de Ville
Tower B, 3rd Floor
Ottawa, Ontario
K1A 1H3
Telephone: 613.995.2042
Toll free: 1.800.282.1376
Commission d’accès à l’information du Québec
500, boul. René-Lévesque Ouest
Montréal (Québec) H2Z 1W7
Téléphone: 514 873 4196
If you have any questions or concerns about your privacy and our role in protecting it, please contact our Privacy Officer at the co-ordinates listed or your lawyer.
We reserve the right to change our Privacy Policy at any time by posting a new Privacy Policy on our web site.
