Terms and Conditions These terms and conditions ("Terms", "Terms and Conditions") govern your relationship with the www.milestonewealth.ca website and any pages thereof (the “Website”), operated by Milestone Wealth Management Ltd (“Milestone”, "us", "we", or "our"). Please read these Terms and Conditions carefully before using our Website. Your access to and use of the Website is based on your acceptance of and compliance with these Terms. These Terms apply to all visitors, users and others who access or use the Website. By accessing or using the Website you agree to be bound by these Terms and accept all legal consequences. Content Our Website may post investment information, and/or performance data or store, share and otherwise make available certain information, text, graphics, videos, or other material ("Content"). You acknowledge that no posted Content is intended to be construed as personal investing advice. Use of any Content for investment purposes should only be done after specific consultation with a registered portfolio manager or such other appropriately registered individual. No Content posted on the Website is intended to be an offer to sell or solicit, nor is it intended that any information posted on the Website be considered a prospectus, offering memorandum or any other offering document Copyright Policy We respect the intellectual property rights of others. It is our policy to respond to any claim that Content posted on the Website infringes the copyright or other intellectual property infringement ("Infringement") of any person. If you are a copyright owner, or authorized on behalf of one, and you believe that the copyrighted work has been copied in a way that constitutes copyright infringement that is taking place through the Website, you must submit your notice in writing to the attention of "Copyright Infringement" at mail@milestonewealth.ca and include in your notice a detailed description of the alleged Infringement. You may be held accountable for damages (including costs and attorneys' fees) for misrepresenting that any Content is infringing your copyright. Intellectual Property The Website and all Content, including but not limited to text, images, graphics or code are our property and are protected by copyright, trademarks, database and other intellectual property rights. Any use not specifically granted in writing by one of our representatives is strictly prohibited and may violate copyright, trademark and other laws. These Terms do not grant you a license to use any of our trademarks or those trademarks of our affiliates. You further agree not to use, change or delete any proprietary notices from materials downloaded from the Website. Personal Information Your submission of personal information through the website is governed by our Privacy Policy. Indemnification You agree to indemnify, defend and hold harmless Milestone and our parent, subsidiaries, affiliates, partners, officers, directors, agents, contractors, licensors, service providers, subcontractors, suppliers, interns and employees, harmless from any claim or demand, including reasonable legal fees, made by any third-party due to or arising out of your breach of these Terms or the documents they incorporate by reference, or your violation of any law or the rights of a third-party. Limitation of Liability Milestone, its directors, employees, partners, agents, suppliers, or affiliates, shall not be liable for any loss or damage, direct or indirect, incidental, special, consequential or punitive damages, including without limitation, economic loss, loss or damage to electronic media or data, goodwill, or other intangible losses, resulting from (i) your inability to access or use the Website; (ii) any conduct of any third-party on or related to the Website; and (iii) the unauthorized access to, use of or alteration of your transmissions or content, whether based on warranty, contract, tort (including negligence) or any other claim in law, whether or not we have been informed of the possibility of such damage, and even if a remedy set forth herein is found to have failed of its essential purpose. The Website is provided on an “as is” and “as available” basis, without any representations, warranties or conditions of any kind, whether expressed or implied, and including without limitation implied representations, warranties or conditions of title, non-infringement, merchantability, fitness for a particular purpose, performance, durability, availability, timeliness, accuracy, or completeness, all of which are hereby disclaimed by us to the fullest extent permitted by law. We do not guarantee, represent or warrant that your use of the Website will be uninterrupted, timely, secure or error-free.
Conflicts of Interest Disclosure
For more details relating to Client Focused Reforms, please visit Milestone’s Conflicts of Interest Disclosure
Relationship Disclosure Information
Please visit Milestone’s Relationship Disclosure Information for more details.
The following funds or issuers are considered connected to Milestone Wealth Management Ltd (MWM) through their relationship to MWM as service providers or affiliations thereof:
ETF mandates administered by Canaccord Genuity including but not limited to:
CGWM Balanced ETF Portfolio CGWM Capital Appreciation ETF Portfolio CGWM Conservative ETF Portfolio CGWM Balanced Growth ETF Portfolio CGWM Growth ETF Portfolio CGWM U.S. Growth ETF Portfolio CGWM Canadian Dividend Portfolio CGWM Canadian Focused Equity Portfolio CGWM U.S. Focused Equity Portfolio
Funds and/or ETFs administered by Stonecastle Investment Management Inc.
Funds and/or ETFs administered by NewGen Asset Management Ltd.
Funds and/or ETFs administered by EHP Funds Inc.
Funds and/or ETFs administered by Purpose Investments Inc.
Governing Law These Terms shall be governed by, and interpreted and enforced in accordance with, the laws in the Province of Alberta and the laws of Canada, as applicable. By accessing the Website, you hereby irrevocably submit and attorn to the provincial and federal courts located in the City of Calgary, Alberta for any disputes or matters arising from, connected with, or relating to the Website, this agreement or any related matters. If any provision of these Terms is held to be invalid or unenforceable by a court of competent jurisdiction, then any remaining provisions of these Terms will remain in effect. These Terms constitute the entire agreement between us regarding the Website, and supersede and replace any prior agreements, oral or otherwise, regarding the Website. Changes You can review the most current version of the Terms at any time on this page. We reserve the right, at our sole discretion, to update, change or replace any part of these Terms by posting updates and changes to our Website. It is your responsibility to check our Website periodically for changes. Your continued use of or access to our Website following the posting of any changes to these Terms constitutes acceptance of those changes. Contact Us If you have any questions about these Terms, please contact us at mail@milestonewealth.ca. Last updated: March 28, 2020