Website Disclaimer

Last updated: October 16, 2026

General Information Only

The information on this website is for general educational purposes only. It is not personalized financial, investment, tax or legal advice, and it does not take your circumstances into account.

No Advisory Relationship

Viewing this website or contacting Insight Planning does not create an advisory or client relationship. A formal relationship is established only through a written agreement and completion of required regulatory documentation.

Tax and Legal Information

Tax figures, limits and rules on this website are stated as of the date shown on each page, and they change over time. They are general, and they may not apply to your situation or your province. Confirm them with your accountant or lawyer before you act.

Calculators, Tools and Examples

The calculators, the fit check, the Clarity Check and the worked examples on this website are illustrations. They simplify, they rely on assumptions, and they do not predict your results.

Case studies and examples are illustrative. Unless a page says otherwise, they are hypothetical or composite and do not describe an actual client.

Investment Risk

All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results, and no investment strategy or planning approach can guarantee outcomes.

Mutual Funds and Exchange-Traded Funds

Commissions, trailing commissions, management fees and expenses may all be associated with mutual fund and exchange-traded fund investments. Please read the fund facts or prospectus before investing. Mutual funds and exchange-traded funds are not guaranteed, their values change frequently, and past performance may not be repeated.

Testimonials and Reviews

Testimonials and reviews reflect the experience of the people who gave them. They may not represent the experience of other clients, and they are not a guarantee of future results or service.

Third-Party Links and Content

This website links to websites and resources run by others. We provide those links for convenience. We do not control that content, and a link is not an endorsement.

Professional Designations

CFP^®, Certified Financial Planner^® and the CFP logo are trademarks owned outside the United States by Financial Planning Standards Board Ltd. (FPSB). FP Canada is FPSB's Canadian affiliate and administers the CFP marks in Canada.

Registration and Licensing

Insight Planning's advisors are registered or licensed in the provinces where they provide services. Before you open an account, you receive written disclosure of who you are dealing with, the products and services offered, and how we are paid.

You can check an advisor's registration at any time using the Canadian Securities Administrators' National Registration Search.

Where We Provide Services

This website is intended for residents of the Canadian provinces where Insight Planning's advisors are registered or licensed. Nothing on it is an offer or solicitation in any other place.

Accuracy

We make reasonable efforts to keep the information on this website accurate and current, but we make no representations or warranties, express or implied, about its completeness, accuracy or reliability.

More

See also our Terms of Use and Privacy Policy.