Transparency and Compensation
How we are paid, the products we do and do not earn on, and who we work with. The document to read if you want to know what shapes the advice before you take it.
Policies and disclosures
Everything that governs how we work, gathered in one place. You should not have to dig through a footer to find out how a firm is paid, what it does with your information, or where to verify its licensing.
The documents
Legal Disclosures and Compliance
Licensing, regulators, trademark ownership, the limits of what is said on this site, and how to verify any of it independently.
Privacy Policy
What personal information we collect, why, how long we keep it, who else sees it, and how to ask for a copy or its deletion. Quebec Law 25 and PIPEDA.
Cookie Policy
Every cookie and tracker this site can set, what each one does, and how to change or withdraw your consent at any time.
Verify any of it yourself
Canadian Wealth Creation Centre Inc. is registered as a firm with the Autorité des marchés financiers under number 602293. Both a firm’s registration and an advisor’s certificate can be confirmed in the AMF public register. In Ontario, FSRA publishes a search of licensed life insurance agents; in British Columbia, the Insurance Council of British Columbia publishes a licensee lookup.
A question about any of these?
Write to our privacy officer, Mona Haddad, at info@cwcc.ca, or call 514-875-9444.