Legal Information
Important legal documents, policies, and regulatory information governing our services and your relationship with Calgary Wealth Associates.
Legal Documents
Access our comprehensive legal documentation and policies
Terms of Service
Complete terms governing use of our platform and services.
Privacy Policy
How we collect, use, and protect your personal information.
Compliance
Regulatory compliance and industry standards we follow.
Risk Disclosure
Important risk factors and investment disclosures.
Terms of Service
Last Updated: January 30, 2025
These Terms of Service ("Terms") govern your use of Calgary Wealth Associates' ("CWA", "we", "us", "our") platform and services. By accessing or using our services, you agree to be bound by these Terms.
1. Acceptance of Terms
By creating an account or using our services, you acknowledge that you have read, understood, and agree to be bound by these Terms and our Privacy Policy.
Privacy Policy
Last Updated: January 30, 2025
Your privacy is important to us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our platform and services.
Information We Collect
- • Personal identification information (name, email, phone number)
- • Financial information required for lending decisions
- • Usage data and platform analytics
- • Communication records and preferences
Regulatory Compliance
Calgary Wealth Associates operates in full compliance with Canadian financial regulations and industry best practices.
Our Commitments
- • PIPEDA (Personal Information Protection and Electronic Documents Act) compliance
- • Anti-Money Laundering (AML) and Know Your Customer (KYC) procedures
- • Provincial securities regulations adherence
- • Regular compliance audits and reporting