Privacy Policy

The lawyers and staff of Waddell Phillips Professional Corporation (“Waddell Phillips”) recognize and respect the importance of privacy and the sensitivity of personal information. As lawyers, we have a professional obligation to keep confidential all information we receive within a lawyer-client relationship. We are committed to protecting any personal information we hold. This Privacy Policy outlines how we manage your personal information and safeguard your privacy.

Your Privacy Rights

From January 1, 2004, all businesses engaged in commercial activities must comply with the Personal Information Protection and Electronic Documents Act and the Canadian Standards Association Model Code for the Protection of Personal Information that it incorporates. These obligations extend to lawyers and law firms, including Waddell Phillips. The Act gives you rights concerning the privacy of your personal information.

Waddell Phillips is responsible for the personal information that we collect and hold. To ensure this accountability, we have developed this policy and trained our lawyers and support staff about our policies and practices.

Our firm adheres to the Law Society of Upper Canada’s Rules of Professional Conduct regarding the security of our clients’ personal information, common law principles of solicitor-client privilege and, where applicable, litigation-privilege. In addition, the protection of our clients’ personal information is governed by this privacy policy.

Why Does Waddell Phillips Need Personal Information?

Waddell Phillips provides legal services and products to a wide range of clients. In doing so, we produce direct marketing materials concerning its services and developments in the law. The personal information provided to us will also assist us in providing you legal services and products for which you retained us. If we did not collect and use your personal information, we would be unable to provide you with legal services.

What personal information does Waddell Phillips collect?

Personal information is any information that identifies you, or from which your identity could be deduced.

How do we collect your personal information?

We collect information only by lawful and fair means and not in an unreasonably intrusive way. Wherever possible we collect your personal information directly from you, at the start of a retainer and in the course of our representation, or from inquiries through our website. Sometimes we may obtain information about you from other sources, for example: your insurer, a government agency, or your voluntary registration on our website.

Use of Your Information

We use your personal information to provide legal advice and services to you, for administrative purposes (e.g. billing databases) and to include you in any direct marketing activities. If you tell us that you no longer wish to receive information about our services or about new developments in the law, we will not send any further material.

Waddell Phillips does not disclose your personal information to any third parties to enable them to market their products and services. For example, we do not and will never provide our client mailing lists to other law firms or organizations. However, we use the services of a third party website or application to help disseminate mass emails to both clients and non-clients who register on our website. When we use such third parties, we use available tools to protect confidentiality, for example by ensuring that other recipients of the same email do not see your name or other personal information.

Disclosure of your Personal Information

Waddell Phillips may disclose your personal information under the following circumstances:

  • When we are required or authorized by law to do so, for example under a court order or summons;
  • When you have consented to the disclosure;
  • When the very nature of the legal services we are providing to you requires us to give your information to third parties, unless you tell us otherwise;
  • Where it is necessary to collect outstanding fees and disbursements;
  • If we engage a third party to provide administrative services to us (like computer back-up services, database management services or archival file storage) and the third party is bound by a similar policy;
  • If we engage expert witnesses or other consultants on your behalf;
  • If we retain other law firms on your behalf;
  • If the information is already publicly known; or
  • As part of a reference check if you apply for a position with our firm.

Updating Your Information

Since we use your personal information to provide legal services to you, it is important that the information be accurate and up-to-date. If during the course of the retainer any of your information changes, please inform us so that we can make any necessary changes.

Is Your Personal Information Secure?

Waddell Phillips takes all reasonable precautions to ensure that your personal information is kept safe from loss, unauthorized access, modification or disclosure. Among the steps taken to protect your personal information are:

  • Premises security;
  • Restricted file access to personal information;
  • Deploying technological safeguards like security software and firewalls to prevent hacking or unauthorized computer access; and
  • Internal password and security policies.

Access to Your Personal Information

You may ask for access to any personal information we hold about you.

Summary information is available on request. More detailed requests that require archive or other retrieval costs may be subject to our normal professional and disbursement fees.

Correcting Errors

If Waddell Phillips holds information about you and you can establish that it is not accurate, complete and up-to-date, Waddell Phillips will take reasonable steps to correct it.

Can You Be Denied Access to Your Personal Information?

Your rights to access your personal information are not absolute. We may deny access when:

  • Denial of access is required or authorized by law (for example, when a record containing personal information about you is subject to a claim of legal professional privilege by one of our clients);
  • Information relates to existing or anticipated legal proceedings against you;
  • When granting you access would have an unreasonable impact on other people’s privacy;
  • When to do so would prejudice negotiations with you;
  • To protect our firm’s rights and property; or
  • Where the request is repetitious or frivolous.

If we deny your request for access to, or refuse a request to correct information, we will explain why. Waddell Phillips does not use your Social Insurance Number as a way of identifying or organizing the information we hold about you.

Can You Request Anonymity?

Whenever it is legal and practicable, we may offer the opportunity to deal with general inquiries without providing your name (for example, by accessing general information on our website). However, the Proceeds of Crime (Money Laundering) and Terrorist Financing Act requires us to verify and confirm the identity of all new clients. It may also require us disclose information to FINTRAC in relation to certain large cash transactions.

Credit Bureaus

To help us make credit decisions about clients, prevent fraud, check the identity of new clients and prevent money-laundering, we may, on occasion, request information about you from the files of consumer reporting agencies.

Communicating with Us

You should be aware that email is not an entirely secure medium and we do not encrypt our email communications with you. You should be aware of this when using email to send or receive personal or confidential information.

Changes to this Privacy Policy

Since Waddell Phillips regularly reviews all of its policies and procedures, we may change our Privacy Policy from time to time. All changes will be posted on our website.

Requests for Access

If you have any questions, or wish to access your personal information, please write to our Privacy Contact at:

Waddell Phillips PC
36 Toronto St., Suite 1120
Toronto ON  M5C 2C5

Attention: Julia Tremain
Phone: 647.261.4486

If you are not satisfied with our response, the Privacy Commissioner of Canada can be reached at:

112 Kent Street
Ottawa ON  K1A 1H3
Phone: 800.282.1376

Employment Inquiries

If you apply to Waddell Phillips for a position, we need to consider your personal information as part of our review process. We may also be required to reveal some personal information about you as part of a reference check. We normally retain information from candidates after a decision has been made, unless you ask us not to retain the information. If we offer you a job, which you accept, the information will be retained in accordance with our privacy procedures for employee records.


Our website contains links to other sites. Those sites are not governed by this privacy policy. On our website, like most other commercial websites, we may monitor traffic patterns, site usage and related site information in order to optimize our web service. We may provide aggregated information to third parties, but these statistics do not include any identifiable personal information.