Financial disclaimer. Financial Solutions is a financial productivity and information platform. It does not provide licensed financial, investment, accounting, tax or legal advice, and does not act as a registered broker-dealer, investment adviser, bank, credit bureau, or money services business. All AI-generated insights are informational only. Always consult a qualified, licensed professional before making financial decisions. In the USA, investment advisory services (if any) would be provided through a registered investment adviser; in Canada, through a dealer registered with CIRO. We do not execute trades, hold client assets, or extend credit.
Data & privacy. Your data is encrypted in transit and at rest using AES-256. We align with PIPEDA (Canada), Quebec Law 25, and CCPA/CPRA (USA) principles. We do not sell personal data. You control your data — access, correct, export, or delete it at any time from the Privacy Dashboard, or submit a data-subject request. See our Privacy Policy, Cookie Policy, and Data Processing Addendum for full details.
AI disclosure. Some content and insights are generated by AI models. Outputs may contain errors and should be reviewed before reliance. AI features are supplementary and do not replace professional judgement. We follow emerging AI governance and FTC/Canadian guidance on transparent AI use.
Jurisdiction. These terms are governed by the laws of Ontario, Canada and the applicable federal laws of Canada, and — for US users — by the applicable federal and state laws of the United States. Disputes are resolved per the dispute-resolution clause in our Terms of Service. Nothing here limits any non-waivable statutory consumer rights you may have under your local province or state.
Accessibility. We are committed to WCAG 2.2 AA conformance and comply with AODA (Ontario) and Section 508 / ADA (USA) accessibility standards. If you encounter a barrier, contact us and we will provide an accessible alternative.
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