Privacy Policy

Last updated: April 2025

Collection of Information

DuaLens Financial collects information you provide directly — through contact forms, email, or during client engagements. This includes your name, company, email address, phone number, and any financial information you choose to share during our advisory work.

Use of Information

We use your information solely to deliver the services you have engaged us for, to respond to inquiries, and to communicate relevant updates. We do not sell, rent, or share your information with third parties except as required by law or as necessary to deliver our services (e.g., secure document sharing platforms).

Data Security

All client engagements begin with a mutual NDA. Financial data accessed during engagements is handled through read-only accounting platform connections or encrypted document portals with two-factor authentication. We do not retain personally identifiable client data after an engagement concludes.

Cookies

This website uses only essential cookies required for basic functionality. We do not use advertising or tracking cookies.

Contact

For questions about this policy or your data, contact Justin Blank at jblank@dualensfinancial.ca.