Terms of Services

Terms of Service

1. Introduction

Welcome to Elite Wealth Management (“we,” “our,” “us”). These Terms of Service (“Terms”) govern your access to and use of our website, services, and products.

2. Acceptance of Terms

By accessing our website, you agree to be bound by these Terms and our Privacy Policy. 

3. Services Provided

We offer financial planning, specialized strategies, investment, and insurance planning. Our services include personalized financial advice, business and charitable giving strategies, and seminars.

4. Eligibility

You must be at least 18 years old to use our services. By using our services, you represent and warrant that you meet this requirement.

5. User Responsibilities

You agree to use our services for lawful purposes only. You must not use our services to engage in any illegal or harmful activities.

6. Privacy Policy

Your use of our services is also governed by our Privacy Policy, which explains how we collect, use, and protect your personal information.

7. Intellectual Property

All content on our website, including text, graphics, logos, and images, is our property or the property of our content suppliers and is protected by intellectual property laws. You may not use, reproduce, or distribute any content without our permission.

8. Limitation of Liability

We are not liable for any damages arising from the use of our services, including but not limited to direct, indirect, incidental, punitive, and consequential damages.

9. Changes to Terms

We reserve the right to modify these Terms at any time. We will notify you of any changes by posting the new Terms on our website. Your continued use of our services constitutes acceptance of the new Terms.

10. Termination

We may terminate or suspend your access to our services immediately, without prior notice, for any reason, including breach of these Terms.

11. Governing Law

These Terms are governed by and construed in accordance with the laws of the province of British Columbia, Canada.

12. Contact Information

For any questions or concerns about these Terms, please contact us at:

  • Address: 241-7080 River Rd Richmond, BC V6X 1X5
  • Phone: (604) 330-2708 or (800) 935-4832

Privacy Policy

1. Introduction

Elite Wealth Management (“we,” “our,” “us”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website and use our services.

2. Information We Collect

We may collect personal information such as your name, email address, phone number, mailing address, financial information, and other details necessary to provide our services.

3. How We Use Your Information

We use your information to:

  • Provide and manage our services.
  • Communicate with you via SMS, mobile, and email.
  • Process transactions and send you related information, including purchase confirmations and invoices.
  • Improve our website and services.
  • Respond to your comments, questions, and provide customer service.
  • Send you technical notices, updates, security alerts, and support.

4. Sharing Your Information

We do not sell, trade, or rent your personal information to others. We may share information with third parties that perform services on our behalf, such as payment processing and data analysis. These third parties are obligated to protect your information and only use it for the services they provide to us.

5. Data Security

We use administrative, technical, and physical security measures to protect your personal information. Despite these efforts, no security measures are perfect, and we cannot guarantee absolute security.

6. Your Choices

You can choose not to provide personal information, but this may limit your ability to use certain features of our services. You may also withdraw your consent to our collection, use, or disclosure of your personal information at any time, subject to legal or contractual restrictions and reasonable notice.

We will inform you of the consequences of such withdrawal, including the possibility that we may not be able to provide a product or process a request. If you choose to withdraw your consent, we will record the decision in our file.

You can opt out of receiving promotional communications from us by following the unsubscribe instructions provided in those communications.

7. Access and Correction

You have the right to access and correct your personal information. If you wish to update or delete your information, please contact us at [Contact Email].

8. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on our website. Your continued use of our services after any changes signifies your acceptance of the new terms.

9. Contact Us

If you have any questions about this Privacy Policy, please contact us at:

  • Address: 7520 River Road, Richmond, BC V6X 1X6
  • Phone: (604) 330-2708 or (800) 935-4832