Get Started

Terms & conditions

1. Introduction

Welcome to RoyalPlan Financial. These Terms and Conditions (“Terms”) govern your use of our website, services, and any content provided by us. By accessing or using our website, you agree to comply with and be bound by these Terms. If you do not agree with these Terms, please do not use our services.

2. Services

RoyalPlan Financial provides financial consulting services, including but not limited to insurance, investments, mortgages, and generational wealth planning. Our services are designed to help you achieve your financial goals through professional advice and tailored solutions.

3. User Responsibilities

  • Eligibility: You must be at least 18 years old to use our services and website.
  • Account Information: You are responsible for maintaining the confidentiality of your account information and for all activities that occur under your account.
  • Accuracy: You agree to provide accurate, current, and complete information when using our services and website.
  • Compliance: You agree to comply with all applicable laws and regulations while using our website and services.

4. Intellectual Property

  • Ownership: All content, including text, graphics, logos, images, and software on our website, is the property of RoyalPlan Financial or its licensors and is protected by copyright, trademark, and other intellectual property laws.
  • Use: You may not reproduce, modify, distribute, or otherwise use any content from our website without our prior written permission.

5. Disclaimers

  • No Warranty: Our services and website are provided “as is” and “as available.” We make no warranties or representations regarding the accuracy, reliability, or completeness of the information provided.
  • Limitation of Liability: To the maximum extent permitted by law, RoyalPlan Financial will not be liable for any indirect, incidental, consequential, or punitive damages arising out of your use of our services or website.

6. Privacy

Your use of our website and services is also governed by our Privacy Policy. Please review our Privacy Policy to understand how we collect, use, and protect your personal information.

7. Changes to Terms

We reserve the right to modify these Terms at any time. Changes will be posted on this page, and your continued use of our website and services constitutes your acceptance of the updated Terms.

8. Termination

We reserve the right to terminate or suspend your access to our website and services at our discretion, without notice, for any reason, including if you violate these Terms.

9. Governing Law

These Terms are governed by and construed in accordance with the laws of the Province of Ontario, Canada. Any disputes arising from these Terms will be resolved in the courts of Ontario.

10. Contact Information

If you have any questions or concerns about these Terms, please contact us at:


11. Miscellaneous

  • Entire Agreement: These Terms constitute the entire agreement between you and RoyalPlan Financial regarding your use of our website and services.
  • Severability: If any provision of these Terms is found to be invalid or unenforceable, the remaining provisions will continue to apply.
  • No Waiver: The failure to enforce any right or provision of these Terms will not constitute a waiver of such right or provision.