330 – 5th Avenue SW, Tower 1, Suite 1800, Calgary, AB T2P 0L4

  825-431-5633  info@intellivest.ca

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Terms and Conditions

Our Terms and Conditions outline the rules, responsibilities, and guidelines that govern your use of our services and website. They are designed to ensure transparency, protect your rights, and establish a clear understanding of how we operate. By accessing or using our services, you agree to these terms, which help create a safe, reliable, and trusted experience for all clients.

Effective Date: 11-12-2025
Last Updated: 11-12-2025

By accessing or using this website, you agree to comply with these Terms & Conditions. If you do not agree with any part of these terms, you must refrain from using this website. These Terms & Conditions, together with our Privacy Policy, Disclaimer, and Copyright Notice, govern your use of this website and any services accessed through it.


1. General Information

The content on this website is provided by Intellivest Wealth Solutions Ltd. for general informational purposes only. It is not intended to constitute financial, investment, insurance, tax, or legal advice, and should not be relied upon as a substitute for professional guidance tailored to your specific circumstances.


2. No Professional Advice

Each individual’s situation is unique. You should seek advice from qualified professionals before making financial, investment, insurance, tax, or legal decisions. Reliance on any information on this site is entirely at your own risk.


3. Accuracy, Completeness, and Timeliness

While Intellivest endeavors to ensure that all information is accurate, complete, and current:

  • Content may be incomplete, outdated, or subject to change without notice.

  • No guarantees are made regarding the accuracy, timeliness, or completeness of any material.

  • Intellivest does not accept liability for any errors, omissions, or inaccuracies.


4. Limitation of Liability

Intellivest Wealth Solutions Ltd., including its directors, employees, affiliates, and agents:

  • Shall not be liable for any loss, damage, or expense, whether direct, indirect, consequential, or incidental, arising from the use of or reliance on any content from this website.

  • Is not responsible for any financial, investment, insurance, tax, or legal decisions made based on website information.

  • Does not endorse or warrant any third-party products, services, or links that may be referenced or accessible through this website.

By using this website, you agree that any reliance on the information is at your own risk.


5. Intellectual Property

All content on this website, including text, graphics, logos, icons, images, downloads, forms, and other materials (“Content”), is the exclusive property of Intellivest Wealth Solutions Ltd. and is protected by Canadian and international copyright, trademark, and other intellectual property laws.

Unauthorized use is strictly prohibited, including copying, distribution, modification, or republication of any content without prior written consent from Intellivest.

For permissions or licensing inquiries, contact:
IIntellivest Wealth Solutions Ltd.

6. Privacy

Use of this website is also governed by our Privacy Policy, which explains how your personal information is collected, used, disclosed, and safeguarded. You are encouraged to review the Privacy Policy for details.


7. Third-Party Links

This website may contain links to third-party websites for informational purposes. Intellivest does not control or endorse these websites and is not responsible for their content, privacy practices, or any loss or damages resulting from use of these third-party sites.


8. Cookies and Tracking

Website functionality may include cookies, pixels, and analytics to enhance user experience and gather non-identifiable usage data. By using the website, you consent to these tracking technologies as outlined in our Privacy Policy.


9. User Responsibilities

You agree to:

  • Use the website only for lawful purposes.

  • Avoid actions that could harm or disrupt the website or its servers.

  • Refrain from copying or redistributing Content without authorization.


10. Digital Communications

Any information submitted via forms, emails, or other digital channels is treated in accordance with our Privacy Policy. By submitting information, you consent to contact regarding services, compliance, and account management.


11. Disclaimer for Minors

Minors must not submit personal information without the consent of a parent or legal guardian. Intellivest does not provide services directly to minors without verified parental authorization.


12. Bookkeeping, Tax, and Financial Services

All bookkeeping and tax services offered through this website are provided by Intellivest or its authorized partners. Information collected for these services is handled securely and disclosed only as required for regulatory compliance or authorized service provision.


13. Compliance & Regulatory Obligations

Use of this website and related services is subject to Canadian federal and provincial regulations, including PIPEDA, FINTRAC, FATCA, AML, and CRA obligations. Users agree to comply with applicable laws and regulations.


14. Updates to Terms & Conditions

Intellivest reserves the right to update or amend these Terms & Conditions at any time without prior notice. Users are responsible for reviewing the terms regularly. Continued use of the website constitutes acceptance of updated terms.


15. Governing Law

These Terms & Conditions are governed by the laws of the Province of Alberta and Canada, without regard to conflict-of-law principles. Any disputes will be subject to the exclusive jurisdiction of the courts in the Province of Alberta.


16. Acknowledgment

By accessing or using this website, you acknowledge:

  • You have read, understood, and agreed to these Terms & Conditions.

  • You accept that Intellivest Wealth Solutions Ltd. will not be held liable for any loss or damages arising from reliance on website content.

  • You are responsible for seeking independent advice before making any financial, investment, insurance, tax, or legal decisions.

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