Terms of Service & Privacy Policy

The information on this website is general in nature and is not intended to replace personalized financial, insurance, legal, accounting, tax, estate planning, succession planning, corporate planning, or investment advice.

Nothing on this website should be considered financial, legal, accounting, investment, estate planning, succession planning, insurance, or tax advice. Your situation is unique to you, your family, your business, your corporate structure, and your estate objectives.

You are encouraged to seek personalized advice from qualified professionals before making any insurance, investment, estate, succession, tax, corporate, or financial planning decisions based on information provided on or through this website. Any actions you take, or do not take, are solely your responsibility.

Your use of this website does not create an advisor-client, planner-client, insurance-client, legal, tax, accounting, fiduciary, consulting, or professional relationship with Eagle Wealth Partners.

This includes reading articles or educational content, watching videos or webinars, downloading resources, completing online forms, submitting information, booking an introductory call, or communicating through email, social media, or third-party platforms.

A formal relationship is established only after Eagle Wealth Partners agrees to work with you and any required documentation, disclosures, applications, engagement terms, regulatory requirements, or compliance procedures have been completed.

Any reference to life insurance, corporate-owned life insurance, critical illness insurance, disability insurance, buy-sell funding, key person coverage, estate liquidity planning, immediate financing arrangements, or related strategies is provided for general educational purposes only.

Product availability, premiums, underwriting approval, policy values, illustrations, tax treatment, suitability, and implementation depend on individual circumstances, corporate structure, insurer requirements, medical underwriting, financial underwriting, applicable law, and professional review.

No insurance coverage is guaranteed unless and until an insurer issues a policy, the required premium is paid, and all required conditions are satisfied. Any illustrations, projections, or examples may not reflect actual future results.

Eagle Wealth Partners and/or its representatives may provide insurance-related services where properly licensed to do so.

Insurance recommendations, applications, illustrations, and related advice are subject to applicable licensing, disclosure, suitability, underwriting, compliance, and regulatory requirements.

Nothing on this website should be interpreted as an offer to sell or solicitation to purchase any insurance, investment, financial, legal, tax, accounting, or estate planning product or service in any jurisdiction where such an offer or service would be unlawful.

Tax, estate, insurance, corporate, succession, and financial planning rules may change over time, and website content may not reflect the most current legal, tax, regulatory, administrative, insurance, or financial planning developments.

This includes topics such as capital gains, deemed disposition at death, probate and estate administration taxes, corporate-owned life insurance, Capital Dividend Account planning, estate freezes, HoldCo/OpCo structures, buy-sell agreements, shareholder agreements, succession planning, and business transition planning.

Readers should not rely on website content without confirming current rules with a qualified professional.

Eagle Wealth Partners does not guarantee any financial, tax, estate, succession, insurance, investment, business, legal, or personal outcome.

Examples, case studies, projections, illustrations, scenarios, articles, videos, guides, and educational materials are general information only and may not apply to your circumstances.

Scoring tools and self-assessment resources, including the Estate Tax Exposure Quick Scan, are directional indicators only. They do not constitute a professional assessment, an actual tax calculation, an insurance recommendation, or a guarantee of any outcome.

By submitting a comment or uploading content onto this website, you grant Eagle Wealth Partners a worldwide, non-exclusive, perpetual, royalty-free license to reproduce, publish, and distribute that content.

You are responsible for ensuring that your content does not contain confidential, personal, financial, medical, proprietary, or sensitive information, and that it does not violate any laws, regulations, or rights of others.

Prohibited content includes harassment, discriminatory or abusive material, explicit content, violent content, child exploitation, illegal activity, sharing personal information without consent, spam, and content that infringes intellectual property rights.

You agree to use this website in accordance with all applicable laws, rules, regulations, and these Terms.

• No impersonation or misrepresentation of identity or affiliation.
• No spam, junk mail, chain mail, or promotional abuse.
• No scraping, crawling, automated access, or unauthorized monitoring.
• No viruses, harmful code, denial-of-service activity, or unauthorized access attempts.
• No use that disables, overburdens, damages, impairs, or interferes with the website or another user’s experience.

This website is provided “as is.” No warranty, express or implied, including merchantability, satisfactory quality, fitness for a particular purpose, or non-infringement, applies to the website.

Eagle Wealth Partners does not warrant that the website will be secure, uninterrupted, error-free, current, accurate, complete, or free from viruses or other harmful components.

Eagle Wealth Partners assumes no liability for the availability, errors, or inaccuracies of information, services, strategies, resources, or materials provided on the website.

Information on the website may contain errors or may not be complete, current, or applicable to your situation. Eagle Wealth Partners reserves the right to correct such errors at any time.

In no event shall Eagle Wealth Partners be liable for direct, indirect, punitive, incidental, special, or consequential damages arising out of or relating to your access to, display of, or use of this website, including reliance on opinions, educational material, downloads, checklists, calculators, forms, webinars, or linked third-party sites.

The aggregate liability of Eagle Wealth Partners arising out of or relating to this website shall be limited to the amount of fees actually received from you, if any, in connection with your use of the website.

This website may contain hyperlinks to websites, platforms, resources, or applications operated by third parties. These links are provided for reference only.

Eagle Wealth Partners does not control third-party websites and is not responsible for their content, privacy practices, security practices, advice, representations, or services.

All website content is owned by Eagle Wealth Partners or third parties. All rights are reserved.

You may not reproduce, distribute, modify, create derivative works from, publicly display, republish, download, store, transmit, sell, license, or otherwise exploit website content without prior written consent, except as permitted by law.

If you believe content on this website infringes intellectual property rights, contact sami@eaglewealthpartners.com.

Where applicable, Eagle Wealth Partners and its representatives may be subject to professional, regulatory, licensing, or industry obligations related to insurance, financial services, and advisory conduct in Ontario and Canada.

Clients and prospective clients should review all required disclosures, product information, policy contracts, application documents, and advisory materials before making decisions.

These Terms are governed by the laws of the Province of Ontario and the federal laws of Canada applicable therein.

If any provision is held invalid or unenforceable, the remaining provisions remain in effect. Any controversy, dispute, or claim arising out of or relating to these Terms shall be resolved in a court of competent jurisdiction in Ontario, Canada.

To the fullest extent permitted by law, claims must be brought only in an individual capacity and not as part of any class, collective, or representative proceeding.

The parties have expressly required that these Terms of Service and any communications hereunder be drafted in the English language.

Les parties ont expressément exigé que les présentes Conditions d'utilisation et toute communication en vertu des présentes soient rédigées en langue anglaise.

Eagle Wealth Partners reserves the right to make changes to these Terms of Service at any time. Continued use of the website after changes are posted constitutes acceptance of the revised Terms.

Eagle Wealth Partners collects personal information from users of this website, including through downloadable resources, self-assessment tools, lead generation forms, and contact forms.

The collection, use, retention, and disclosure of personal information is governed by the Privacy Policy shown below on this page. By using this website and providing personal information, you consent to its handling in accordance with that Privacy Policy.

If you have any questions about these Terms of Service, contact:

Eagle Wealth Partners
Email: sami@eaglewealthpartners.com

This Privacy Policy applies to personal information collected through the website and related online interactions.

It may also apply when you submit a contact form, book a consultation, download a guide or checklist, register for a webinar or event, subscribe to emails, communicate by email, phone, text, or social media, or request information about estate, succession, insurance, tax-liquidity, or business-planning services.

This Privacy Policy does not replace additional notices, consent forms, insurer documents, compliance disclosures, application forms, or engagement documents that may apply if you become a client or apply for an insurance product.

We may collect information you voluntarily provide and information collected automatically through the website, cookies, tracking technologies, analytics tools, advertising pixels, embedded content, and third-party platforms.

• Identifying information: name, email, phone, mailing or billing address, business name, job title, company name, social media profile information, online identifiers, IP address, and device identifiers.
• Contact and communication information: messages, inquiries, form submissions, call or meeting notes, webinar registrations, newsletter subscriptions, and calendar booking details.
• Planning-related information: business ownership information, corporate structure information, family or succession planning details, insurance planning interests, estate planning objectives, approximate asset or liability information, and business transition goals.
• Demographic and family-related information: age or age range, marital status, family structure, dependents, and beneficiary or estate planning objectives.
• Internet or electronic activity information: browsing activity, pages viewed, clicks, time spent, form interactions, ad interactions, device and browser type, operating system, and approximate location derived from IP address.
• Calendar and appointment information: meeting date, time, purpose, calendar account information, and notes submitted through scheduling tools.
• Sensitive information: we do not intentionally collect sensitive personal information through the general website unless voluntarily provided or required for a specific process.

We may collect personal information from information you submit directly, website forms, calendar booking tools, email or phone communications, newsletter subscriptions, download forms, webinar or event registration forms, social media platforms, advertising platforms, cookies and tracking technologies, analytics tools, website hosting and security tools, embedded video or map providers, CRM systems, email marketing platforms, and third-party vendors that help manage interactions with you.

We may use personal information for responding to inquiries, managing appointments, providing customer service, sending requested resources, delivering webinars or newsletters, understanding interests and needs, improving the website and services, measuring performance, managing digital advertising, supporting security, resolving disputes, enforcing our Terms, and complying with legal, regulatory, licensing, or compliance obligations.

Under PIPEDA, organizations are expected to identify purposes, obtain meaningful consent, limit collection, limit use, disclosure and retention, use safeguards, maintain openness, and provide individual access rights.

If you subscribe to a newsletter, download a resource, register for an event, book a meeting, or otherwise provide your email address, Eagle Wealth Partners may send educational, informational, or marketing communications where permitted by law.

You may unsubscribe from marketing emails at any time by using the unsubscribe link in an email or by contacting sami@eaglewealthpartners.com.

The website may use cookies, pixels, tags, scripts, and similar technologies to enable functionality, remember preferences, analyze traffic, measure content performance, improve user experience, support security, prevent spam or fraud, display embedded content, support advertising and retargeting, and measure ad performance.

You may be able to adjust cookie preferences through a cookie consent mechanism, browser settings, or device settings. Some features of the website may not function properly if cookies are disabled.

The website may use analytics programs such as Google Analytics, Microsoft Clarity, website hosting analytics, social media analytics, and advertising platform analytics.

These tools may collect information about pages visited, clicks, scrolling behavior, device information, browser information, approximate location, referral source, and time spent on the website.

Eagle Wealth Partners may use advertising platforms and tracking pixels, including social media or search advertising platforms, to understand how visitors interact with the website and to deliver relevant content or advertisements.

These technologies may collect or process IP addresses, device identifiers, browser information, website activity, ad interaction information, social media user IDs, approximate location, page views, and conversion events.

Website data may be used for audience segmentation, marketing analytics, website analytics, advertising measurement, and understanding user interests.

Eagle Wealth Partners does not use website data to make legally binding decisions about you. Insurance underwriting, product approval, pricing, policy issuance, or eligibility decisions are made by insurers and are subject to their own processes and legal obligations.

Personal information may be shared with third-party service providers and vendors who help operate the website, manage communications, deliver services, maintain records, analyze traffic, schedule meetings, prevent fraud, or conduct marketing.

• Hosting providers, website development vendors, content management systems, CRM systems, email service providers, and email marketing vendors
• Calendar booking vendors, analytics providers, advertising networks, social networks, and security or spam-prevention vendors
• Video embedding vendors, map vendors, font vendors, professional advisors, insurance carriers or underwriting partners where applicable, and legal or regulatory authorities where required or permitted by law

We do not sell personal information in the ordinary sense of exchanging it for money.

If you become a client or proceed with an insurance, estate liquidity, succession, or financial planning process, your information may need to be shared with appropriate third parties, including insurers, managing general agencies, underwriters, medical or paramedical service providers where required, compliance departments, professional advisors with your consent, and legal, tax, accounting, or estate-planning professionals involved in your planning.

Additional privacy notices, consent forms, insurer authorizations, application documents, or compliance disclosures may apply at that stage.

Eagle Wealth Partners takes reasonable steps to protect personal information in its custody or control.

• Limiting collection to what is reasonably necessary
• Using SSL encryption or other secure technologies where appropriate
• Limiting access to personal information and using password-protected systems
• Maintaining confidentiality obligations, training personnel, and using secure third-party platforms where appropriate
• Maintaining software and safeguards, using monitoring tools where appropriate, and implementing physical, administrative, and technical safeguards
• Deleting, destroying, anonymizing, or securely archiving personal information when no longer reasonably required

No method of transmission over the internet or method of electronic storage is completely secure. Absolute security cannot be guaranteed.

Under PIPEDA, Eagle Wealth Partners is required to report breaches of security safeguards to the Office of the Privacy Commissioner of Canada and notify affected individuals where a breach creates a real risk of significant harm.

If such a breach occurs, Eagle Wealth Partners will report the breach as soon as feasible, notify affected individuals directly, notify other organizations or government institutions where applicable, and maintain a record of all breaches of security safeguards.

If you believe your personal information has been compromised, contact sami@eaglewealthpartners.com immediately.

Personal information is retained only as long as reasonably necessary for the purposes for which it was collected, or as required or permitted by law, regulation, professional obligations, compliance requirements, insurance requirements, tax requirements, dispute resolution, or legitimate business purposes.

Eagle Wealth Partners takes reasonable steps to ensure that personal information used for relevant purposes is accurate, complete, and up to date. You may contact Eagle Wealth Partners to request corrections of inaccurate or incomplete personal information.

This website is intended for a general adult audience and does not offer services to children. Eagle Wealth Partners does not knowingly collect personal information from individuals under the age of 18 through the website.

Depending on where you reside, you may have rights regarding your personal information, including the right to access it, request correction, withdraw consent subject to restrictions, ask questions about privacy practices, challenge compliance, request information about use or disclosure, opt out of certain marketing communications, and manage cookies, tracking, advertising, or analytics preferences where available.

You may exercise your privacy rights by contacting:

Eagle Wealth Partners Privacy Officer: Sami Majdalani
Email: sami@eaglewealthpartners.com
Website: eaglewealthpartners.com

To process your request, Eagle Wealth Partners may need to verify your identity and may ask for your name, email address, phone number, and relevant details.

You may withdraw your consent to the collection, use, or disclosure of personal information, subject to legal, contractual, regulatory, insurance, compliance, or business limitations. Withdrawing consent may limit the ability to provide certain services or maintain a business relationship.

Eagle Wealth Partners is responsible for personal information under its custody or control. The person accountable for privacy practices is Sami Majdalani. Residents of Canada may also contact the Office of the Privacy Commissioner of Canada regarding privacy complaints.

This website may contain hyperlinks to websites, platforms, tools, or applications operated by third parties. Eagle Wealth Partners does not control third-party websites and is not responsible for their contents, privacy practices, security practices, terms of use, tracking technologies, or other policies.

Personal information may be transferred, stored, or processed outside Canada, including in the United States or other jurisdictions, through third-party service providers such as hosting providers, email platforms, analytics tools, advertising platforms, CRM systems, calendar booking platforms, and cloud-based software.

When processed outside Canada, personal information may be subject to the laws of the jurisdiction where it is processed and may be accessible to courts, regulators, law enforcement, or national security authorities in that jurisdiction.

Eagle Wealth Partners may update this Privacy Policy from time to time. When updated, the “Last updated” date at the top of the policy will be revised. Continued use of the website after changes are posted means you accept the updated policy.

If you have any questions about this Privacy Policy, contact:

Eagle Wealth Partners Privacy Officer: Sami Majdalani
Email: sami@eaglewealthpartners.com
Website: eaglewealthpartners.com