Terms of Service

Last updated: January 2025

1. Services

Glacier Point Insights provides financial education and advisory services to Canadian businesses and individuals. Our services are subject to applicable Canadian securities regulations and are provided in accordance with professional standards established by relevant regulatory bodies.

2. Client Responsibilities

By engaging our services, you agree to:

  • • Provide accurate and complete information
  • • Notify us of material changes to your financial situation
  • • Review all documentation and advice carefully
  • • Comply with applicable laws and regulations

3. Investment Disclaimer

Important: Investment advice and recommendations provided by Glacier Point Insights:

  • • Are based on information available at the time of advice
  • • Do not guarantee future performance or returns
  • • Carry inherent market risks including potential loss of capital
  • • Should be considered in context of your individual circumstances
  • • Past performance is not indicative of future results

4. Confidentiality

We maintain strict confidentiality of client information in accordance with Canadian privacy laws and professional standards. Information may only be disclosed with your consent or as required by law.

5. Fee Structure

All fees are disclosed in advance and confirmed in writing. Fee structures vary based on services provided and are subject to applicable taxes. Detailed fee schedules are available upon request.

6. Limitation of Liability

To the fullest extent permitted by law, Glacier Point Insights shall not be liable for indirect, incidental, or consequential damages arising from the use of our services. Our liability is limited to the fees paid for services rendered.

7. Governing Law

These terms are governed by the laws of the Province of Ontario and the federal laws of Canada applicable therein. Any disputes shall be resolved in the courts of Ontario.