Last Update

January 31st, 2024


SOLWealth Investments (“SOLWealth”, “we”, “us”, “our”) provides information through www.solwealth.com (the “Website”). By accessing or receiving any information we provide (the “Resources”), you expressly understand and agree to accept and adhere to the following statements in this policy (the “Disclaimer”). If you do not agree with our Disclaimer or cannot assume the obligations set forth herein, please do not access or receive our Resources. We reserve the right to restrict, terminate or deny your access if you fail to comply and without any notice.

No Distribution

The information (“Resources”) provided are not intended for distribution or use by any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation or which would subject us to any registration requirement within such jurisdiction or country. Users who choose to access the Website from other locations do so on their initiative and are solely responsible for compliance with local laws, if and to the extent local laws are applicable.

No Recommendation

SOLWealth is not registered as an Investment Advisor, Financial Planner, Financial Analyst, Portfolio Manager, Fund Manager, Financial Bank, or Securities Broker in any jurisdiction. All Resources accessed or received are general in nature and were written for educational purposes only. They do not constitute financial advice or any other advice specific to you and do not contain any solicitation to buy or sell any financial securities or instruments.

No Liability

By accessing or receiving our Resources, you expressly understand and hereby agree that SOLWealth will not be held liable for any direct, indirect, incidental, consequential, special, exemplary, or punitive financial loss or damages which may be incurred as a result of using our Resources, or as a result of any changes, data loss, file corruption, cancellation, loss of access, or Website downtime to the full extent of applicable Canadian laws.

No Warranty

Our forward-looking statements involve inherent risks and uncertainties which may cause actual results, performance, or achievements of both SOLWealth and its users to be materially different from results, performance, or achievements expressed or implied by our Resources. Past performance may differ from real performance, and past performance is neither an explicit nor implicit guarantee of future performance.

Suitability Risk

The financial securities or instruments described in our Resources may neither be suitable to you nor eligible in your jurisdiction. By accessing or receiving our Resources, you must consider your own financial objectives and constraints as part of your investment process. Always undertake your own due diligence or seek a qualified and registered financial professional before making any real investment decision.

Accuracy Risk

The Resources provided herein have been gathered or arrived from various sources believed to be reliable, but we make no explicit nor implicit warranty on their accuracy. Views and opinions expressed in our reports are those of SOLWealth and may be subject to change without notice. Any defects in the operation or functionality of any Resources we provide will be repaired or corrected promptly by our staff once notified.

Model Risk

Some Resources provided herein are based on algorithms generated automatically. While they have been backtested following strict conditions, results are merely hypothetical. They could be subject to various model risks such as model inapplicability, inaccurate model specification, programming errors, technical errors, use of inaccurate approximations, implementation risk, multiple data issues, miscalculations, and calibration errors.

Disclosure Policy

SOLWealth and/or its employees may own interests in financial securities and instruments described in our Resources. In compliance with best-practice standards, we will disclose these positions at the time of writing or updating our Resources. However, we will not notify the variation of said positions in time and shall receive no liability from any user related to these positions.

Copyright Policy

All Resources accessed or received but not limited to texts, graphics, images, codes, files, brand, and logo are the intellectual property of SOLWealth, and are protected by applicable copyright and trademark law. Any inappropriate use, including but not limited to the reproduction, distribution, display, or transmission of any content on this Website, is strictly prohibited unless authorized.