Disclaimer

Optimize Inc. including its providers and affiliates, its respective officers, directors, advisors, employees, shareholders, agents, independent contractors or licensors provide no guarantee as to the accuracy, adequacy, timelines, reliability, completeness, or usefulness of any of the content of the website optimize.ca (the “Site”) and disclaim liability for errors, omissions, possible technical inaccuracies or typographical errors.

In addition, Optimize Inc. does not take any obligation or responsibility to update or amend any outdated information. We use reasonable efforts to update the financial information that is available on the Site. However, there may be cases where due to technical or other reasons, we are unable to do so. We do not guarantee the accuracy or completeness of information on the Site and do not assume any liability for any loss that may result from reliance by any person upon any such information or recommendation as they are for general information only.

 This Site including any related communication is for informational purposes only and is not intended to provide specific financial, investment, tax, legal, accounting or other advice to you, and should not be acted or relied upon in that regard without seeking the advice of a professional.

Nor is the information provided in the Site to be construed as an offering of products or services, a proposal or inducement to make investments or to undertake investment in securities, an inducement or a solicitation to purchase or sell securities or any other financial instrument or product, a recommendation, or all or part of a contract. The information provided in the Site is for consultation and general information purposes only and does not allow transactions of any kind to be carried out. We do not consider users of the Site to be clients merely by their access to any parts of the Site. The Site users should be cautious about any and all such recommendations and should consider the source of information and various factors prior to making any decisions. Such factors include, without limitation, their own personal financial and investing situation, knowledge, comfort level, risk tolerance, objectives, and time horizons.

Our investment strategies may not be suitable or appropriate for all investors. The information, opinions or estimates provided where applicable in the Site reflect the judgement of their author on the day it was drafted. They may not be deemed authoritative; nor may anyone use them as replacement for his or her own judgement. Information provided on the Site does not in any way constitute a recommendation that you enter into a particular transaction, nor does it constitute a representation that a particular financial investment is suitable or appropriate for you.

All users are advised to conduct their own independent research into any such recommendations and consult with their current advisors before making an investment decision. Finally, the users are advised that past investment performance is no guarantee of future price appreciation or performance. Price, value, yield and return will vary and you may have a gain or loss when you sell.

The Site may contain facts, views, opinions, statements and recommendations of third-party individuals and organizations. We do not represent or endorse the accuracy, correctness, or reliability of any advice, opinion, statement, recommendations, or other information displayed, uploaded, or distributed through the Site or the services.

Optimize Inc. uses reasonable care, consistent with industry practice, in providing the Site, but we do not guarantee that the Site or any content will be delivered to you uninterrupted, timely, secure or error-free.

With respect to any information concerning the performance of any investments we may reference on the Site, we caution you that future performance may be lower or higher than our expectations, and that current or future performance may be lower or higher than the historical performance and historical performance is not a guarantee of future results. We do not and cannot guarantee the future performance of your portfolio or the success of any investment decision or strategy that we may use or suggest. We make no promises that the investments we recommend to you will be profitable. The investments we may recommend are subject to various markets, currency, economic, political and business risks. Investing involves a high level of risk and the securities in which you invest may be volatile and may depreciate rapidly.

Principals and affiliates of Optimize Inc. as well as other users of the Optimize Inc. Community, Blog, or Questions Sections may have already established positions in the investment ideas described in their posts and may own, sell or buy any such security at any time. Any information posted in the Optimize Inc. Community, Blog, or Questions Sections is solely the opinion of the posting member and does not represent the opinion of Optimize Inc. Optimize Inc. does not and cannot guarantee the completeness, accuracy or timeliness of the educational, news and financial market information that Optimize Inc. obtains from others and makes available to you.

We may provide access to news and content provided by third parties over which we do not exercise editorial control or review and we are not responsible for the content of such materials. You hereby agree that Optimize Inc. will not be liable for any action you take or decision you make in reliance on the information provided.

Registration: Optimize Inc. is currently registered as a Portfolio Manager in the provinces of AB, BC, MN, NB, NL, NS, ON, PQ, and SK. Optimize Inc. is also currently registered as an Exempt Market Dealer in the provinces of BC, MN, ON, and SK and as an Investment Fund Manager in ON.

The Site and its content is published for residents of Canada. It does not constitute an offer or solicitation to purchase investments by anyone in the United States or in any other jurisdiction in which such offer or solicitation is not authorized or to any person to whom it is unlawful to make such an offer or solicitation. Prospective investors who are not residents in Canada should contact their financial advisor to determine whether investments may be lawfully sold in their jurisdiction.

Roles: Portfolio Manager (“PM”) means an individual registered in the capacity of an Advising Representative with the relevant provincial regulators.

Associate Portfolio Manager (“APM”) means an individual registered in the capacity of an Associate Advising Representative with the relevant provincial regulators.

Wealth Planner (“WP”) means an individual who is not registered to provide investment advice with any provincial regulators. Their role includes providing services such as relationship management, brand awareness, financial planning, tax preparation, and will preparation.

Insurance Solutions mean insurance products offered through Optimize's MGA, Financial Horizons Inc., by a licensed individual to residents of Ontario, British Columbia, Alberta, and Manitoba. 

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