Not advice
The information on this website is general in nature and does not take your personal circumstances into account. It is not financial, tax, legal or insurance advice. Any strategy mentioned must be reviewed against your own situation with a licensed representative before you act on it.
Licensing
Insurance products referenced on this site are arranged in Ontario by a licensed insurance representative through contracted managing general agencies. Licence details are provided on request and before any application is submitted.
Only titles and designations the representative is licensed to use appear on this site. We do not use the titles “Financial Advisor” or “Financial Planner” unless the representative holds a credential approved for use under Ontario's Financial Professionals Title Protection Act.
Product & carrier information
Coverage, features, eligibility and pricing are subject to insurer underwriting and to the terms of each policy. Descriptions of how products generally work are provided to help you understand your options; the policy contract always governs. No insurer or carrier is endorsed by, or endorses, Valentra Wealth.
Figures and examples
Any figures, timeframes or examples on this site describe common market practice in Canada. They vary by insurer and by policy, and none of them is a quote, a rate, or a guarantee of coverage or approval.
How we are compensated
You do not pay Valentra Wealth a fee for an introductory review. When a policy is placed, the insurer pays a commission on that policy. We will explain how compensation works on any specific product before you apply.
Service area
Valentra Wealth serves clients in Ontario, Canada. Services in other provinces or countries are subject to the appropriate licensing and regulatory requirements.
Contact
For any disclosure questions, email hello@valentrawealth.com.