Terms of Use

Last updated: October 16, 2026

These terms apply to your use of insightplanning.com. By using this website you agree to them. If you do not agree, please do not use the website.

Who We Are

This website is operated by Insight Planning, 890 Clement Ave, Unit 306, Kelowna, British Columbia.

Information, Not Advice

Everything on this website is general information. It is not advice, and using the website does not make you a client. Our Website Disclaimer explains this in full and forms part of these terms.

Using This Website

You may use this website for your own personal, lawful purposes. You agree not to:

• Interfere with the website or try to gain access you have not been given
• Copy or collect its content in bulk by automated means in a way that harms the website
• Use it to mislead anyone about who you are or about your connection with us

Our Content

The text, guides, tools, graphics, names and logos on this website belong to Insight Planning or to those who license them to us, and are protected by copyright and trademark law.

You may view, download and print our content for your own personal, non-commercial use, and you may share links to it. You may not republish, sell or modify it, or remove any notice from it, without our written permission.

Tools and Bookings

The calculators, the fit check and the other tools on this website are illustrations and do not replace professional advice. Requesting or booking a meeting does not make you a client.

Meetings are booked through a scheduling service run by another company, under that company's own terms.

Email and Account Instructions

Email is not a secure way to send sensitive information. Please do not email account numbers, social insurance numbers or passwords.

We do not act on account instructions sent through this website. If you are a client, please contact us by phone.

Other Websites

This website links to websites run by others, including the client account portal. Those websites have their own terms, and we are not responsible for them.

Privacy

Our Privacy Policy explains how we handle personal information.

Availability

We may change, suspend or remove any part of this website at any time. The website is provided as it is, and we do not promise that it will always be available or free of errors.

Limits on Our Liability

To the extent the law allows, Insight Planning is not liable for any loss that results from using this website or from relying on its content.

Nothing in these terms limits a liability that cannot be limited by law, or the duties we owe our clients under our client agreements and securities laws.

Governing Law

These terms are governed by the laws of British Columbia and the federal laws of Canada that apply there. Any dispute about them will be heard in the courts of British Columbia.

Changes to These Terms

We may update these terms. The date at the top shows the latest version, and continuing to use the website means you accept it.

Contact