Terms and Conditions

Agreement to Terms

Welcome to WealthBridge Consulting. These Terms and Conditions ("Terms") govern your use of our website, services, and any content or materials provided by WealthBridge Consulting ("we," "us," or "our").

By accessing our website or using our services, you agree to be bound by these Terms. If you do not agree to these Terms, please do not use our website or services.

WealthBridge Consulting is a financial consulting firm operating in Ontario, Canada. These Terms are governed by the laws of the Province of Ontario and the federal laws of Canada applicable therein.

Educational Content Disclaimer

All content provided by WealthBridge Consulting, including but not limited to website content, webinars, newsletters, social media posts, and consultations, is for educational and informational purposes only.

Our content:

• Does not constitute financial, tax, legal, or investment advice
• Should not be relied upon as a substitute for professional advice
• Is general in nature and may not apply to your specific circumstances
• Does not create a client-advisor relationship

You should always consult with qualified professionals (accountants, lawyers, financial advisors) before making any financial decisions based on information you receive from us.

No Guarantees or Promises

WealthBridge Consulting makes no guarantees, representations, or warranties regarding financial outcomes, tax savings, or investment returns.

• Any case studies, testimonials, or examples shared are for illustrative purposes only
• Past results do not guarantee future performance
• Individual results vary significantly based on personal circumstances
• We cannot and do not promise any specific financial outcomes

Any figures, projections, or estimates provided are hypothetical examples and should not be considered predictions of your personal results.

Free Keep Rate Audit

We offer a complimentary Keep Rate Audit to prospective clients. This free service:

• Is provided at no cost and with no obligation
• Is for educational purposes to help you understand your current financial situation
• Does not create a formal client relationship
• Does not constitute financial advice
• Is subject to availability and our discretion

Services and Fees

Should you choose to engage WealthBridge Consulting for paid services:

• Services and fees will be outlined in a separate written agreement
• No services will commence until terms are agreed upon in writing
• You are under no obligation to purchase services after receiving free content or consultations

Intellectual Property

All content on our website, including text, graphics, logos, images, videos, and software, is the property of WealthBridge Consulting or our licensors and is protected by Canadian and international copyright laws.

You may:

• View and download content for personal, non-commercial use
• Share links to our content

You may not:

• Reproduce, distribute, or republish our content without written permission
• Use our content for commercial purposes without authorization
• Remove any copyright or proprietary notices
• Use our trademarks or branding without permission

User Conduct

When using our website or services, you agree not to:

• Provide false or misleading information
• Use our services for any unlawful purpose
• Attempt to gain unauthorized access to our systems
• Interfere with the proper functioning of our website
• Transmit viruses, malware, or other harmful code
• Harass, abuse, or harm others through our platforms
• Violate any applicable laws or regulations

Third-Party Links and Services

Our website may contain links to third-party websites or services. We are not responsible for:

• The content, accuracy, or opinions expressed on third-party sites
• The privacy practices or terms of third-party services
• Any damages or losses arising from your use of third-party sites

We use third-party services including GoHighLevel, Calendly, and social media platforms. Your use of these services is subject to their respective terms and conditions.

Limitation of Liability

To the fullest extent permitted by law:

• WealthBridge Consulting shall not be liable for any indirect, incidental, special, consequential, or punitive damages
• Our total liability for any claim arising from these Terms or your use of our services shall not exceed the amount you paid us in the preceding 12 months (or $100 CAD if no payment was made)
• We are not liable for any losses resulting from reliance on our educational content
• We are not responsible for decisions you make based on information provided

Indemnification

You agree to indemnify, defend, and hold harmless WealthBridge Consulting, its officers, directors, employees, and agents from any claims, damages, losses, liabilities, and expenses (including legal fees) arising from:

• Your use of our website or services
• Your violation of these Terms
• Your violation of any rights of a third party
• Any content you submit or share through our platforms

Webinars and Events

When registering for our webinars or events:

• Registration is subject to availability and our approval
• We reserve the right to cancel or reschedule events at any time
• Content presented is for educational purposes only
• Recording or redistribution of webinar content is prohibited without permission
• By registering, you consent to receive related communications from us

Email and Marketing Communications

By providing your email address, you consent to receive:

• Transactional emails related to your requests
• Educational newsletters and content
• Marketing communications about our services

You may unsubscribe from marketing emails at any time by clicking the unsubscribe link or contacting us directly. Please note that you may still receive transactional emails related to any services you've requested.

Regulatory Compliance

WealthBridge Consulting operates in compliance with applicable Canadian laws and regulations. Our services are designed to complement, not replace, advice from licensed professionals including:

• Chartered Professional Accountants (CPAs)
• Licensed lawyers
• Registered financial advisors
• Insurance professionals

We recommend working with qualified, licensed professionals for all financial, tax, and legal matters.

Dispute Resolution

Any disputes arising from these Terms or your use of our services shall be:

• Governed by the laws of the Province of Ontario and the federal laws of Canada
• Subject to the exclusive jurisdiction of the courts of Ontario
• First attempted to be resolved through good-faith negotiation

Severability

If any provision of these Terms is found to be unenforceable or invalid, that provision shall be limited or eliminated to the minimum extent necessary, and the remaining provisions shall remain in full force and effect.

Changes to Terms

We reserve the right to modify these Terms at any time. Changes will be effective immediately upon posting to our website. Your continued use of our website or services after changes are posted constitutes acceptance of the modified Terms.

We encourage you to review these Terms periodically for any updates.

Entire Agreement

These Terms, together with our Privacy Policy, constitute the entire agreement between you and WealthBridge Consulting regarding your use of our website and services, superseding any prior agreements.

Contact Information

If you have any questions about these Terms and Conditions, please contact us:

WealthBridge Consulting
Ontario, Canada
Email: hello@wealthbridge.ca