Nothing here is advice

Everything on this website is general information about a financial planning practice. It is not financial, investment, tax, legal or insurance advice, and it is not a recommendation to take or refrain from any course of action.

Nothing on this site constitutes an offer to sell or a solicitation to buy any security or insurance product.

Your situation is specific to you. Nothing published here has been prepared with knowledge of it.

No relationship

Reading this site does not make you a client

A planning relationship with EverNorth begins only when a written engagement agreement has been signed by both parties. Visiting this site, or writing to Dave, does not create one and does not oblige either of us to enter into one.

Correspondence sent before an engagement exists is not covered by the professional obligations that attach to a client relationship. Please do not send confidential financial documents until an engagement is in place.

Accuracy

Provided as it is

This site is offered in good faith and maintained with reasonable care, but it is provided without warranty of any kind. Content may become out of date, and tax rules, regulation and product terms change without notice.

To the extent permitted by law, EverNorth Wealth Advisory accepts no liability for any loss arising from reliance on anything published here.

Content and links

Ownership and outside sites

The text, design and images on this site belong to EverNorth Wealth Advisory or are used with permission, and may not be reproduced or republished without written consent.

The KAIZEN Financial Planning Process, The Great Reveal and The Truth Plan are trade marks used under licence within the CANi Financial Planning Syndicate.

Where this site links to a page maintained by someone else, that page is their responsibility and not ours.

Governing law

Ontario

These terms are governed by the laws of the Province of Ontario and the laws of Canada applying in it. Any dispute arising from this website is subject to the exclusive jurisdiction of the Ontario courts.

Questions about these terms may be sent to dave@evernorthwealth.ca.