Terms and Conditions

1. Scope and Applicability

These Terms and Conditions govern the financial education relationship between GrowthFinanceWay and our participants. They form an integral part of all contracts regarding our financial growth courses and wealth-building education services, consultation offerings, and certification services. By enrolling in or using our services, the participant fully accepts these Terms and Conditions and commits to honoring the financial education standards they represent.

2. Contract Formation and Scope of Services

A financial education contract with GrowthFinanceWay is formed either through mutual signing of a written agreement or through our written confirmation of a participant's enrollment. The exact scope of services, financial education objectives, timeframe, and investment are defined in individual contracts or enrollment confirmations. Changes or additions require written form and mutual agreement.

3. Service Offerings

Our financial education service offerings include but are not limited to:

  • Financial growth courses and wealth-building education services
  • Investment strategy consultation and guidance
  • Certification and financial literacy knowledge-building services
  • Wealth planning and financial workshops
  • Market analysis competency sessions
  • Corporate financial development services
  • Personal financial education consultation and strategy planning sessions

4. Investment and Payment Terms

Our financial education investment fees are stated in Canadian Dollars (CAD) and are subject to applicable taxes. For extended services, we reserve the right to issue monthly payment plans. Unless otherwise agreed, the following payment terms apply:

  • Single services and workshops: Payable within 7 days after enrollment and before service start
  • Services with a total duration of up to 3 months: 50% upon enrollment, 50% at midpoint
  • Long-term financial education services: Monthly billing with a payment term of 15 days
  • Intensive consultations and certification services: 100% advance payment no later than 21 days before the event

5. Refund Policy

GrowthFinanceWay is committed to honoring the professional nature of our financial education work. Our refund policy reflects our understanding that financial education is a significant investment in one's financial future:

  • Service Cancellation by GrowthFinanceWay: If we cancel a service or consultation for any reason, participants will receive a full refund of all fees paid.
  • Withdrawal Prior to Start Date:
    • More than 21 days before start date: Full refund minus a CAD 150 administrative fee
    • 14-21 days before start date: 75% refund
    • 7-14 days before start date: 50% refund
    • Less than 7 days before start date: 25% refund
  • Withdrawal After Service Start:
    • Within first 20% of scheduled service duration: 25% refund
    • After 20% of scheduled service duration: No refund
  • Exceptional Circumstances: In cases of serious illness, family emergencies, or other life-altering circumstances preventing participation, we will consider compassionate refunds or service transfers on a case-by-case basis with appropriate documentation.

All refund requests must be submitted in writing to info@growthfinanceway.com. Refunds will be processed within 10 business days and issued using the original payment method. We honor the trust placed in us and handle all refund requests with care and professionalism.

6. Session Scheduling and Cancellation Conditions

Agreed financial education sessions are professional appointments. For cancellations or rescheduling by the participant, the following guidelines apply:

  • Cancellation up to 48 hours before the session: free rescheduling
  • Cancellation 24-48 hours before the session: 50% of the session fee
  • Cancellation less than 24 hours before the session: 75% of the session fee
  • No-show without notification: 100% of the session fee

In exceptional circumstances (such as serious illness with documentation), we strive for accommodating solutions. GrowthFinanceWay reserves the right to reschedule sessions for important reasons. In this case, the participant will not incur any costs.

7. Participant Commitment and Responsibilities

The success of our financial education work depends significantly on the participant's commitment and engagement. The participant therefore commits to:

  • Provide all information necessary for financial guidance completely and truthfully
  • Complete agreed assignments and financial practices with dedication
  • For corporate services: ensure affected team members have the necessary time and resources for financial education
  • Provide feedback to enable continuous enhancement of our financial offerings
  • Maintain confidentiality regarding other participants' personal financial sharing

8. Confidentiality and Financial Trust

GrowthFinanceWay is committed to the highest level of confidentiality regarding all participant information and financial education details. This financial trust applies beyond the termination of our relationship. We treat all participant and session information with the deepest respect and do not share it with third parties without express consent. The collection and processing of personal data takes place in accordance with our Privacy Policy and applicable data protection regulations.

9. Intellectual Property and Usage Rights

All financial education materials, concepts, methodologies, and other service products created by GrowthFinanceWay are protected by copyright and held as financial education intellectual property. The participant receives a non-exclusive, non-transferable right to use them for personal financial education. Sharing with others or commercial use beyond the agreed scope is not permitted without our express written consent. GrowthFinanceWay reserves the right to use developed methods and concepts in anonymized form for other participants as well.

10. Testimonials and Financial Sharing

GrowthFinanceWay is honored to share participant testimonials and financial success stories unless the participant expressly requests privacy. The use of photos or detailed personal financial stories for marketing purposes, however, always requires the express consent of the participant. At the participant's request, specific confidentiality agreements can be made to regulate this point in more detail.

11. Liability and Financial Education Disclaimer

GrowthFinanceWay provides financial guidance and education services with the utmost care and to the best of our knowledge and financial education expertise. However, we do not guarantee the achievement of specific financial outcomes, as financial education is a deeply personal journey. Our liability is limited to intent and gross negligence and is limited in amount to the agreed fee. Liability for slight negligence, indirect outcomes, or personal financial journey variations is excluded.

12. Term and Financial Education Completion

For ongoing financial education relationships, the term and notice period are based on the individual financial education agreements. Unless otherwise agreed, a notice period of 30 days with respect and professionalism applies. Both parties reserve the right to complete the relationship for important financial education reasons. Completion requires written form and mutual respect.

13. Final Provisions

Should individual provisions of these Terms and Conditions be invalid or unenforceable, the validity of the remaining provisions shall remain unaffected. An effective provision that comes closest to the financial education purpose of the invalid provision shall replace the invalid provision. Changes or additions to these Terms and Conditions must be in writing. Canadian law applies exclusively, excluding the UN Convention on Contracts for the International Sale of Goods. The place of jurisdiction is Toronto, insofar as legally permissible.