Legal

Use of Website

By accessing this website, you agree to be bound by the terms set out below (“Terms of Use”). If you do not agree with the Terms of Use, you must not access this website or any page thereof.

Legal

LP Financial Planning Services Ltd. is registered as a mutual fund dealer with the Manitoba, British Columbia, Alberta, Saskatchewan, Ontario and Nova Scotia securities commissions. LP Financial Planning Services Ltd. is also a member of the Mutual Fund Dealers Association of Canada (MFDA).

Other Entities

Any sale of life, disability or related insurance products your advisor may provide are provided by third parties and thus these are also not the business of, nor the responsibility of LP Financial Planning Services Ltd.

Regulatory Oversight

LP Financial Planning Services Ltd. is subject to the oversight of the provincial securities commissions and is required to adhere to regulations governing investor protection, fiduciary responsibilities and stringent recordkeeping. These requirements are monitored by the MFDA through independent audits conducted regularly by external auditors and by examiners of the regulators.

The terms and conditions under which investment products and services may differ from those set out on this website and may change from time to time. Investment products and services are provided only in accordance with the terms of the specific investment contract, prospectus, Fund Facts, or other documents or contracts governing their sale. In case of any inconsistency between the content of this website and any such investment contract, prospectus, Fund Facts, other document or contract, the terms of the investment contract, the prospectus or other document or contract shall prevail. While every effort is made to keep the contents of this website current, you should check with LP Financial Planning Services Ltd. to determine whether changes have been made to the terms and conditions under which LP Financial Planning Services Ltd. products and services are offered that are not reflected on this website.

No Advice

The contents of this website is provided for information purposes only and is not intended to provide you with specific advice with respect to your financial, investment, tax, legal or accounting matters. For information specific to your situation you should consult your advisor or other appropriate investment, legal or accounting professionals.

Information provided on this website is believed to be reliable when posted. LP Financial Planning Services Ltd. cannot guarantee its accuracy and information may change without prior notice, and LP Financial Planning Services Ltd. is not responsible in any manner for direct, indirect, special or consequential damages however caused, arising out of the use of this website.

No Solicitation

Nothing on this website constitutes a solicitation or offer by LP Financial Planning Services Ltd. to buy or sell products or services of any kind whatsoever of any issuer.

No Client Relationship

No client relationship of any kind is created by accessing this website or by communicating via any means with LP Financial Planning Services Ltd. through this website.

Products and Services

The information contained on this website is intended for use solely in jurisdictions where LP Financial Planning Services Ltd.  operates. All products and services are offered subject to applicable agreements governing their use. Please consult your LP Financial Planning Services Ltd. financial advisor for update information.

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

Forward Looking Statements

This website may contain forward-looking statements which reflect our current expectations or forecasts of future events. Forward-looking statements include statements that are predictive in nature, depend upon or refer to future events or conditions, or include words such as “expects”, “anticipates”, “intends”, “plans”, “believes”, “estimates”, “preliminary”, “typical”, and other similar expressions. In addition, these statements may relate to future corporate actions, future financial performance of a fund or a security and their future investment strategies and prospects. Forward-looking statements are inherently subject to, among other things, risks, uncertainties and assumptions which could cause actual events, results, performance or prospects to differ materially from those expressed in, or implied by, these forward-looking statements. These risks, uncertainties and assumptions include, without limitation, general economic, political and market factors in North America and internationally, interest and foreign exchange rates, the volatility of global equity and capital markets, business competition, technological change, changes in government regulations, changes in tax laws, unexpected judicial or regulatory proceedings, catastrophic events and the ability of fund company to attract or retain key employees. The foregoing list of important risks, uncertainties and assumptions is not exhaustive. Please consider these and other factors carefully and not place undue reliance on forward-looking statements.

The forward-looking information contained on this website is current only as of the date the statement was made. There should not be an expectation that such information will in all circumstances be updated, supplemented or revised whether as a result of new information, changing circumstances, future events or otherwise.

Investment Calculations and Use of Website Information

Calculations or projections are for general illustrative purposes only and are not guaranteed to be accurate or complete. Please use them only as guides or estimates. Users of this website may not otherwise use, reproduce, broadcast, publish or re-disseminate any information, in whole or in part, without the prior written permission of LP Financial Planning Services Ltd.  Any unauthorized downloading, re-transmission, or other copying or modification of any information contained on this website may be a violation of law that may and could subject you to legal action.

Third Party Links

Any links to other websites are for convenience only and are independent from LP Financial Planning Services Ltd. Therefore, LP Financial Planning Services Ltd. has no control over the content of a linked website nor endorses or otherwise it supports the products and services offered on the linked website. LP Financial Planning Services Ltd. will not be liable for any inaccuracies in such information or for the content of any linked websites that are not maintained by LP Financial Planning Services Ltd. nor does LP Financial Planning Services Ltd. endorse any product or service available through a linked website. LP Financial Planning Services Ltd. makes no claims that third party websites will be free of viruses, worms, trojan horses or other destructive components on or from such websites. Linking to another website is at your sole risk and LP Financial Planning Services Ltd. is not responsible or liable for any damages in connection with linking.

Jurisdiction

This website will be governed by and construed in accordance with the laws of the Province of Manitoba and the laws of Canada applicable therein, without giving effect to any principles of conflicts of laws. All disputes, controversies or claims arising out of or in connection with the website shall be submitted to and be subject to the jurisdiction of the courts of the Province of Manitoba. You submit and attorn to the exclusive jurisdiction of the courts of the Province of Manitoba to finally adjudicate or determine any suit, action or proceeding arising out of or in connection with the Website.

Language

It is agreed that this Agreement and all related documents were to be prepared exclusively in English.

Still have questions?

    LP Financial Planning Services Ltd. is an investment dealer with over 30 years of financial expertise that is committed to helping you reach your goals.

    ADDRESS

    1000-305 Broadway, Winnipeg, MB R3C 3J7

    PHONE

    (204) 944-3770

    TOLL-FREE

    (877) 332-0575

    EMAIL

    info@lpfinancial.ca