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ArbourCor Privacy Policy

ArbourCor Solutions Group is committed to ensuring a client’s privacy.

Personal information is collected by means of a personal interview and the physical receipt of confidential tax and medical records.

Personal information is collected to support the application for a Disability Tax Credit and appropriate retroactive tax relief as per Section 118.3 of the Income Tax Act and subsequent access to various federal and provincial disability related programs.

Personal information is scanned and/or entered into ArbourCor Solutions Group medical tracking database and is stored on an encrypted server and secure offices as outlined in FSCO regulatory standards for licensed agents.

Typically, only three of ArbourCor Solutions Group employees have authorized access to confidential information:

  • The Medical Underwriter who reviews the file and liaises with the Doctor and the Canada Revenue Agency
  • The ArbourCor executive who logs and updates the tracking database with the client status
  • The Tax professional who processes a client's retroactive income tax amendments.

Personal information is shared with the client’s attending Doctor and the Canada Revenue Agency who are both bound by strict confidentiality protocols.

If it is deemed further disclosure is necessary, we will obtain prior written permission. Information may be shared confidentially with an Arbitrator in the unlikely event of a dispute.

Personal information is used strictly to support ArbourCor Solutions Group’s effort to assist clients in the application process for a Disability Tax Credit and appropriate retroactive income tax relief and subsequent access to various federal and provincial disability programs.

The Medical Underwriter uses the information when conferring with the client’s Doctor on file to ensure and verify medical records satisfy the Income Tax Act legislation for the requirements needed to qualify for the Disability Tax Credit.

Client confidential records are maintained according to law and are be disposed of using a cross cut shredder.