Legal

Terms of Use

Last updated: April 27, 2026

These Terms of Use (“Terms”) govern your access to and use of the Odyssey Wealth Inc. website at odysseywealth.ca (the “Website”). By using the Website you agree to these Terms. If you do not agree, do not use the Website.

These Terms apply to your use of the Website only. They do not govern any client engagement, advisory relationship, or investment account. Those relationships are governed by separate written agreements between you, Odyssey Wealth Inc., and where applicable, Designed Wealth Management (“DWM”), as the dealer of record.

About the Website

The Website is published by Odyssey Wealth Inc. (“Odyssey Wealth,” “we,” “us,” or “our”), a financial planning firm based in Ontario, Canada. Securities-related advice and investment account services are offered through DWM, regulated by the Canadian Investment Regulatory Organization (CIRO).

Informational only — no advice

Content on the Website is provided for general information and educational purposes only. It is not investment, legal, tax, accounting, mortgage, or insurance advice, and it is not an offer or solicitation to buy or sell any security, insurance product, or other financial product in any jurisdiction.

Any decisions you make based on information on this Website are your responsibility. You should obtain personalized advice from a qualified professional who has reviewed your specific circumstances before acting on any information you read here.

For the full disclaimer that applies to all content on the Website — including projections, forward-looking statements, and jurisdictional limitations — see our Disclaimer.

Case studies and examples

Any case studies, examples, or client stories on the Website are illustrative composites based on common situations we encounter in practice. Names, identifying details, dollar amounts, and other facts have been changed or generalized to protect privacy. They do not represent any specific client and are not a guarantee or prediction of results in any particular situation.

Intellectual property

All content on the Website — including text, graphics, logos, images, audio, video, design elements, and source code — is owned by Odyssey Wealth Inc. or its licensors and is protected by Canadian and international copyright, trademark, and other intellectual property laws.

The following are trademarks of Odyssey Wealth Inc., whether or not the ™ symbol appears in every instance: Life-First Blueprint™, Life-First Plan™, Life-First Financial Plan™, Current Life Score™, Life Vision Document™, The Stewardship Calendar™, Waypoints™, The Life Brief™, and Next Chapter Blueprint™. Other names, logos, and marks appearing on the Website are the property of their respective owners.

You may view, download, and print pages from the Website for your personal, non-commercial use, provided you keep all copyright and proprietary notices intact. You may not:

  • Reproduce, republish, distribute, or commercially exploit any Website content without our prior written consent.
  • Use any Odyssey Wealth trademark, logo, or trade name without our prior written consent.
  • Frame the Website, embed pages from it, or scrape it using automated tools.
  • Reverse engineer, modify, or create derivative works of the Website’s code or design.

CFP® and CERTIFIED FINANCIAL PLANNER® are certification marks owned outside the U.S. by FP Canada and used under licence by certified individuals.

Acceptable use

You agree not to use the Website in any way that:

  • Violates any applicable law or regulation.
  • Infringes the rights of any other person.
  • Transmits viruses, malware, or other harmful code.
  • Attempts to gain unauthorized access to the Website, servers, or related systems.
  • Interferes with the operation of the Website or any other user’s use of it.

The Website may contain links to third-party websites for your convenience. We do not control, endorse, or assume responsibility for the content, privacy practices, or accuracy of any third-party site. Accessing third-party sites is at your own risk and is governed by their own terms.

No warranty

The Website and its content are provided “as is” and “as available,” without warranty of any kind, express or implied, including warranties of merchantability, fitness for a particular purpose, accuracy, completeness, or non-infringement. We do not warrant that the Website will be uninterrupted, error-free, or free of harmful components.

Limitation of liability

To the maximum extent permitted by law, Odyssey Wealth Inc., its directors, officers, employees, contractors, and agents will not be liable for any direct, indirect, incidental, special, consequential, or punitive damages arising out of or related to your use of, or inability to use, the Website, even if we have been advised of the possibility of such damages. Your sole remedy for dissatisfaction with the Website is to stop using it.

Nothing in these Terms limits or excludes liability that cannot be limited or excluded under applicable law.

Indemnification

You agree to indemnify and hold harmless Odyssey Wealth Inc. and its directors, officers, employees, and agents from any claims, losses, liabilities, costs, and expenses (including reasonable legal fees) arising from your breach of these Terms or your misuse of the Website.

Privacy

Your use of the Website is also governed by our Privacy Policy, which describes how we collect, use, and protect personal information.

Jurisdiction

The Website is intended for residents of Canada. Information on the Website is not directed to, and may not be used by, any person in any jurisdiction where doing so would violate local laws or regulations. We may not be registered to provide advice or sell securities in every Canadian province or territory; ask us about registration before any engagement.

Governing law

These Terms are governed by the laws of the Province of Ontario and the federal laws of Canada applicable in Ontario, without regard to conflict of laws principles. You agree that any dispute arising out of or relating to these Terms or the Website will be resolved exclusively in the courts located in Ontario, Canada, and you submit to the personal jurisdiction of those courts.

Changes to these Terms

We may update these Terms at any time by posting the revised version on the Website. Changes take effect when posted. Your continued use of the Website after changes are posted constitutes acceptance of the revised Terms.

Severability

If any provision of these Terms is held to be invalid or unenforceable, the remaining provisions will remain in full force and effect.

Contact

Questions about these Terms can be directed to:

Odyssey Wealth Inc. Email: hello@odysseywealth.ca Website: odysseywealth.ca