Privacy Policy

Last updated June 2026

Anchor & Wave Accounting ("I", "me", "my") is a sole proprietorship operated by Sui (Hao) Qu, CPA, CA, based in Halifax, Nova Scotia. I take your privacy seriously and am committed to protecting the personal information you share with me in accordance with Canada's Personal Information Protection and Electronic Documents Act (PIPEDA).

When you book a discovery call through my online scheduling page, I collect:

• Contact details: your first and last name, email address, and phone number
• Basic business context: your business name, the province your business is registered in, the accounting software you use, your approximate annual revenue, and a short description of how I can best support your business

If we move forward and you complete the client questionnaire after our call, I collect more detailed information so I can scope the work accurately. This may include:

• Your business profile: website, industry, business structure, and fiscal year-end
• Your current bookkeeping setup: how current your records are, transaction volume, and the number of accounts and payment processors you use
• Tax and compliance context: HST/GST status, any CRA notices or open matters, payroll status, and important deadlines
• Any additional context you choose to share

This website itself does not use cookies for tracking or analytics. Booking takes place on a scheduling page operated by Google, which is governed by Google's privacy policy.

I collect this information for one purpose: to understand your business and respond to your inquiry with relevant next steps and a preliminary proposal. I will not use your information for any other purpose without your consent.

Your discovery-call booking is handled by Google through Google Calendar and Google Meet, which store data in the United States. If you later complete the client questionnaire, your responses are captured by Netlify Forms (the form service on the platform that hosts this website), which stores data in the United States, and then transferred into a Notion database, which stores data in the European Union, where I review your information and prepare your proposal. In each case your information is stored on servers outside Canada and may be subject to the laws of the country where it is held, including lawful access by foreign courts, law enforcement, or government authorities.

Once a questionnaire submission has been transferred into Notion, I remove it from Netlify Forms. I retain your information only for as long as necessary to fulfill the purpose for which it was collected, or as required by professional standards or law.

In the unlikely event of a breach of security safeguards that creates a real risk of significant harm to you, I will notify you and the Office of the Privacy Commissioner of Canada without unreasonable delay, as required under PIPEDA.

I do not sell, rent, or trade your personal information. Your information may be shared only in the following circumstances:

• With Google, which provides the scheduling and video conferencing for our discovery call
• With Netlify, as the form capture service, and Notion, as the database where I review questionnaire submissions and prepare proposals (see their privacy policies linked above)
• If required by law, regulation, or professional obligation

Under PIPEDA, you have the right to:

• Know what personal information I hold about you
• Request access to your personal information
• Request corrections to inaccurate or incomplete information
• Withdraw your consent to the collection, use, or disclosure of your information
• Request deletion of your personal information, subject to legal, professional, or retention obligations

To exercise any of these rights, contact me at sui@anchorandwave.ca. I will respond within 30 days.

I am personally accountable for the protection of your personal information. If you have questions or concerns about how your information is handled, or if you wish to file a complaint, please contact me directly:

If you are not satisfied with my response, you have the right to file a complaint with the Office of the Privacy Commissioner of Canada.