The Fine Print
Plain rules for using this site: general information only, no advice, and no advisor-client relationship until we're actually engaged. Two minutes to read — worth it.
Last updated: July 2026
This website (wealthi.ca) is operated by Wealthi Financial & Tax Advisory ("Wealthi", "we"). Insurance and segregated fund products described on this site are offered through advisors licensed in Ontario, British Columbia and Alberta. By using this site you agree to these terms; if you don't agree, please don't use the site.
Everything on this site — pages, guides, articles and calculators — is general information and education. It is not personalized tax, legal, insurance or investment advice, and it doesn't account for your circumstances. Figures cite public sources and current tax parameters and are updated annually; tax law changes, and a number that was right when written can be wrong by the time you read it. Before acting on anything here, get advice on your own facts from a licensed professional.
Reading this site, running a calculator, sending a message or booking a first conversation does not make you a client and does not create an advisor-client relationship. That relationship starts only when we both agree to work together — in writing, with the scope and any fees set out up front.
The Tax Lab tools run entirely in your browser and produce educational estimates built on published tax parameters and simplifying assumptions, which each page discloses. They are a first pass, not a projection or a promise. Decisions should never be made on a calculator output alone.
We take reasonable care to keep the information on this site accurate and current, but we provide it "as is", without warranties of any kind. To the maximum extent permitted by law, neither Wealthi nor anyone involved in producing this site accepts liability for errors or omissions, or for any loss arising from use of, or reliance on, this site.
Booking runs on Calendly; contact and subscription forms are delivered by FormSubmit; maps are embedded from Google Maps. Each operates under its own terms and privacy policy. Links to other websites are provided for convenience — we don't control them and aren't responsible for their content.
All content on this site is protected by copyright. You're welcome to read, share links, and quote briefly with attribution. No part of this site may be reproduced, distributed, modified or used commercially without our prior written consent.
These terms are governed by the laws of Ontario and the federal laws of Canada applicable there. Any dispute belongs to the courts of Ontario.
We may update these terms from time to time; the current version, with its revision date, always lives on this page. Questions: partners@wealthi.ca · 647-951-1588, or see the privacy policy for how we handle personal information.