Terms of Use

1. Acceptance of Terms

By accessing and using the corewealthplanner.com website, you accept and agree to be bound by the terms and provision of this agreement. If you do not agree to abide by the above, please do not use this service.

These Terms of Use constitute a legally binding agreement between you and CoreWealthPlanner. Your use of the site indicates your acceptance of these terms and conditions.

2. Use License

Permission is granted to temporarily access the materials on CoreWealthPlanner's website for personal, non-commercial transitory viewing only. This is the grant of a license, not a transfer of title, and under this license you may not:

  • Modify or copy the materials
  • Use the materials for any commercial purpose or for any public display
  • Attempt to reverse engineer any software contained on the website
  • Remove any copyright or other proprietary notations from the materials
  • Transfer the materials to another person or mirror the materials on any other server

This license shall automatically terminate if you violate any of these restrictions and may be terminated by CoreWealthPlanner at any time.

3. Educational and Informational Purpose

The content provided on this website is for educational and informational purposes only. The information is not intended as financial, investment, or legal advice. You should not rely on this information as a substitute for professional advice.

We encourage users to consult with qualified professionals before making any financial decisions. The information provided does not constitute personalized recommendations or advice tailored to your specific circumstances.

4. User Responsibilities

Users are responsible for:

  • Maintaining the confidentiality of any account information and passwords
  • All activities that occur under their account
  • Ensuring that all information provided is accurate and current
  • Using the site in compliance with all applicable laws and regulations
  • Not using the site for any unlawful purpose or in any way that could damage, disable, or impair the site

5. Intellectual Property Rights

All content, features, and functionality of the site, including but not limited to text, graphics, logos, icons, images, audio clips, digital downloads, and software, are the property of CoreWealthPlanner or its content suppliers and are protected by international copyright, trademark, patent, trade secret, and other intellectual property laws.

You may not reproduce, distribute, modify, create derivative works of, publicly display, publicly perform, republish, download, store, or transmit any of the material on our website without prior written consent.

6. Disclaimer of Warranties

The materials on CoreWealthPlanner's website are provided on an 'as is' basis. CoreWealthPlanner makes no warranties, expressed or implied, and hereby disclaims and negates all other warranties including, without limitation, implied warranties or conditions of merchantability, fitness for a particular purpose, or non-infringement of intellectual property or other violation of rights.

Further, CoreWealthPlanner does not warrant or make any representations concerning the accuracy, likely results, or reliability of the use of the materials on its website or otherwise relating to such materials or on any sites linked to this site.

7. Limitations of Liability

In no event shall CoreWealthPlanner or its suppliers be liable for any damages, including without limitation, indirect or consequential damages, or any damages whatsoever arising from use or loss of use, data, or profits, whether in action of contract, negligence, or other tortious action, arising out of or in connection with the use of the website.

CoreWealthPlanner does not guarantee that the website will be available at all times or that it will be free from errors, viruses, or other harmful components.

8. Links to Third-Party Websites

Our website may contain links to third-party websites that are not owned or controlled by CoreWealthPlanner. We have no control over, and assume no responsibility for, the content, privacy policies, or practices of any third-party websites.

You acknowledge and agree that CoreWealthPlanner shall not be responsible or liable, directly or indirectly, for any damage or loss caused or alleged to be caused by or in connection with use of or reliance on any such content, goods, or services available on or through any such websites.

9. Modifications to Terms

CoreWealthPlanner may revise these terms of use at any time without notice. By using this website you are agreeing to be bound by the then current version of these Terms of Use.

We recommend that you review these terms periodically to stay informed of any changes. Your continued use of the site after changes are posted constitutes your acceptance of the modified terms.

10. Governing Law

These Terms of Use shall be governed by and construed in accordance with the laws of Canada, without regard to its conflict of law provisions. Any disputes arising under or in connection with these terms shall be subject to the exclusive jurisdiction of the courts of Canada.

11. Contact Information

If you have any questions about these Terms of Use, please contact us:

CoreWealthPlanner

1847 Yonge Street, Suite 312

Toronto, ON M4S 1Y5, Canada

Email: [email protected]

Phone: +1 (416) 527-8391

Disclaimer

This disclaimer is intended to inform visitors to our CoreWealthPlanner website that the information presented relates to financial planning topics, including budgeting, expense control, financial goals, investment tools, insurance, and risk management. We strongly recommend that visitors understand that results may vary, information is subject to change, and we do not guarantee the accuracy or completeness of the content and testimonials presented.

Our organization is not responsible for any losses or damages arising from the use of information posted on our site. All materials are provided for informational purposes only, and we recommend consulting with qualified professionals before making financial decisions. All information may change without prior notice, and we cannot guarantee that information will be current at the time of your inquiry.

Our site may contain links to third-party resources that are outside our control. We are not responsible for the content, accuracy, or availability of such resources. By using our services, you agree that we cannot be held responsible for any damage arising from the use of third-party links.

Information about financial planning topics and resources presented on the site is general and may not reflect all conditions and limitations of specific financial strategies. Before implementing any financial plan, it is necessary to carefully review all relevant information and seek guidance from qualified professionals.

Use of any content from our site without prior consent is prohibited. We reserve the right to change the terms of use of our site at any time without prior notice.

This disclaimer is governed by the laws of Canada, and all disputes arising in connection with it shall be resolved in the appropriate courts of jurisdiction. For additional information, please contact the contact information in the footer of our website or on the contact page.