Legal

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Protecting Your Rights with Integrity & Experience

Legal, Privacy & Terms

Effective Date: February 7, 2026

Welcome to Calgary Financial Advisor. By accessing or using this website, you agree to the terms outlined below. If you do not agree with these terms, please do not use this website.


1. General Information

Calgary Financial Advisor is an informational and lead-generation website designed to connect individuals with independent financial advisory services. We do not provide financial, investment, legal, or tax advice directly through this website.

All information provided is for general informational purposes only and should not be relied upon as professional advice.


2. No Financial or Legal Advice

The content on this website does not constitute financial planning, investment advice, legal advice, tax advice, or a recommendation to buy or sell any financial product.

Visitors should consult directly with a qualified financial advisor, legal professional, or tax professional before making any financial decisions.


3. Use of Information & Lead Submission

By submitting your information through this website (including contact forms or phone calls), you acknowledge and agree that:

  • Your information may be shared with an independent financial advisor for the purpose of responding to your inquiry

  • Submission of information does not create an advisor-client relationship

  • You are under no obligation to engage in services

We do not guarantee specific outcomes, returns, or results.


4. Privacy Policy

We respect your privacy and are committed to protecting your personal information.

Information We May Collect:

  • Name

  • Phone number

  • Email address

  • General inquiry details

How Information Is Used:

  • To respond to inquiries

  • To connect you with a financial advisor

  • To improve website performance and user experience

We do not sell, rent, or trade personal information to third parties for marketing purposes.


5. Cookies & Tracking

This website may use cookies, analytics tools, and call-tracking technology to better understand user behavior and improve performance. These tools do not collect sensitive personal or financial information.

You may disable cookies in your browser settings if you prefer.


6. Third-Party Links

This website may contain links to third-party websites. We are not responsible for the content, accuracy, or privacy practices of external sites.

Accessing third-party websites is done at your own risk.


7. Limitation of Liability

Calgary Financial Advisor shall not be held liable for any direct, indirect, incidental, or consequential damages resulting from the use of this website or reliance on any information provided herein.

Use of this website is at your own risk.


8. Intellectual Property

All content, branding, logos, text, and design elements on this website are the property of Calgary Financial Advisor unless otherwise stated. Unauthorized use, reproduction, or distribution is prohibited.


9. Modifications

We reserve the right to update or modify these Legal, Privacy & Terms at any time without prior notice. Updates will be reflected by the revised effective date at the top of this page.


10. Contact Information

If you have questions regarding these Legal, Privacy & Terms, please contact us through the website contact form.