Matthews Group LLP, Chartered Professional Accountants

Effective Date: September 21, 2026

1. Introduction

Matthews Group LLP (“Matthews Group,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information of the visitors to our website (matthewsgroup.ca, the “Site”) and the clients we serve. This Privacy Policy explains what personal information we collect, why we collect it, how we use and protect it, and the choices available to you.

This Policy applies to information collected through the Site. It does not apply to information you provide to us directly as an engaged client through other channels (such as in person, by phone, by mail, or through our secure client portal), which is governed by the engagement terms agreed with you separately and by the same privacy principles set out below.

We are a private-sector organization based in Alberta, and we handle personal information in accordance with Alberta’s Personal Information Protection Act (“PIPA”) and, where applicable to our activities, the federal Personal Information Protection and Electronic Documents Act (“PIPEDA”).

2. Information We Collect

We collect personal information in the following ways:

Information you provide to us directly. When you use our contact form or otherwise reach out to us through the Site, we may collect your name, email address, phone number, and any other information you choose to include in your message.

Information exchanged through our secure client portal. For current and prospective clients, we may direct you to a secure third-party document exchange service to send confidential documents (such as tax and financial records) to us. Use of that service is governed by its own provider’s terms and privacy practices, which we encourage you to review.

Automatically collected information. Like most websites, our Site may automatically collect certain technical information when you visit, including your IP address, browser type, device information, pages viewed, and the date and time of your visit. This information is typically collected through cookies and similar tracking technologies, and through analytics tools such as Google Analytics.

We do not knowingly collect financial account numbers, government identification numbers, or other sensitive client records through the public Site itself; such information is only ever exchanged through secure, client-specific channels once an engagement is established.

3. Cookies and Similar Technologies

Our Site may use cookies and similar technologies to:

• Remember your preferences and improve your browsing experience;
• Understand how visitors use our Site, using tools such as Google Analytics; and
• Support the basic technical functioning of the Site.

Most web browsers let you control cookies through their settings, including refusing or deleting them. Disabling cookies may affect the functionality of some parts of the Site. Where we use third-party analytics tools, those providers may set their own cookies and process data under their own privacy policies.

4. How We Use Your Information

We use the personal information we collect to:

• Respond to your inquiries and communicate with you;
• Provide, maintain, and improve the Site;
• Understand how our Site is used, so we can improve its content and navigation;
• Meet our legal, regulatory, and professional obligations; and
• Protect the security and integrity of our Site and our business.

We do not sell your personal information, and we do not use it for unrelated marketing purposes without your consent.

5. Disclosure of Your Information

We do not share your personal information with third parties except:

• With service providers who help us operate the Site or deliver our services (such as our website host, IT provider, or secure document exchange provider), who are only permitted to use your information to provide those services to us;
• Where required or permitted by law, including in response to a valid legal request from a regulatory or governmental authority; or
• With your consent.

6. Data Security

We maintain reasonable administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, use, or disclosure. No method of transmission or storage is completely secure, so while we strive to protect your information, we cannot guarantee its absolute security.

7. Data Retention

We retain personal information collected through the Site only as long as reasonably necessary to fulfil the purposes described in this Policy, or as required by applicable professional, regulatory, or legal obligations, after which it is securely deleted or destroyed.

8. Your Rights

Subject to applicable law, you have the right to:

• Request access to the personal information we hold about you;
• Request correction of inaccurate or incomplete personal information;
• Withdraw consent to our collection, use, or disclosure of your personal information, subject to legal or contractual restrictions; and
• Ask us questions about how your personal information is handled.

To exercise any of these rights, please contact us using the information in Section 11 below.

9. Third-Party Links

Our Site may contain links to third-party websites, including our secure client portal, social media platforms, and other resources. We are not responsible for the privacy practices or content of those third-party sites, and we encourage you to review their privacy policies directly.

10. Children’s Privacy

Our Site is intended for a general business audience and is not directed at children. We do not knowingly collect personal information from children.

11. Contact Us

If you have questions about this Privacy Policy or how we handle your personal information, please contact us:

Matthews Group LLP

Notre Dame Place
Suite 310, 255 – 17th Avenue SW
Calgary, Alberta  T2S 2T8
Phone: 403.229.0066

[Insert a dedicated privacy contact email, or a link to the Site’s contact form, here.]

12. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or for other operational, legal, or regulatory reasons. The “Effective Date” at the top of this page indicates when it was last revised. We encourage you to review this page periodically.