Nature of Services
This website and any related content (blog posts, videos, downloads, newsletters, webinars, calls) are provided by Jahid Hassan, CFA® for general educational and informational purposes only. I offer financial education/coaching and high-level guidance. I do not provide individualized investment, insurance, tax, accounting or legal advice.
No Registration / No Licensing / No Product Sales
I am not currently registered under Canadian provincial securities legislation and do not hold an insurance licence. I do not sell, market, or place any insurance or investment products; I do not execute trades; and I do not take custody or discretionary control of client assets.
If you require regulated advice regarding specific securities or insurance contracts, you must seek a registered investment adviser/portfolio manager, dealing representative, or licensed insurance agent in your jurisdiction.
No Client Relationship & Engagement Terms
Viewing this site, subscribing to the newsletter, downloading resources, or booking a complimentary call does not create a client relationship. A client relationship exists only if we both sign a written engagement agreement that clearly outlines the scope and limitations of services.
Educational Content, Not Recommendations
Any discussion of markets, strategies, or products is illustrative and general. It should not be interpreted as a recommendation to purchase, hold, or sell any security or insurance product, or to pursue any strategy. Decisions based on information here are your responsibility.
Accuracy & Changes
Information may be incomplete or become outdated due to changes in law, regulation, product features, or market conditions. I make no warranty (express or implied) regarding accuracy, completeness, or results from using this information.
Risks & Performance
All investments involve risk, including possible loss of principal. Past performance is not a guarantee of future results. Any case studies or scenarios are hypothetical and for education only.
Tax & Legal
Tax and legal outcomes depend on your personal circumstances and jurisdiction. You should consult a qualified tax professional or lawyer before acting on any information.
Grants & Small-Business Information
From time to time I discuss grants or programs for small businesses. I am not a government agency, and eligibility or approval is not guaranteed. Program terms can change; you are responsible for verifying current requirements and seeking professional support where needed.
Third-Party Links & Tools
Links to third-party sites, scheduling tools (e.g., Cal.com), or calculators are provided for convenience. I do not control or endorse third-party content and am not responsible for their accuracy, policies, or security.
Compensation & Affiliations
Unless otherwise disclosed, I receive no compensation for mentioning any product or service. If affiliate links or compensation were to apply, they will be clearly disclosed.
Professional Marks
“CFA®” and “Chartered Financial Analyst®” are registered trademarks owned by the CFA Institute. Use of the CFA designation does not imply any regulatory licensing or registration status. “CFP®” and “CERTIFIED FINANCIAL PLANNER®” are certification trademarks owned by FP Canada and are used under license in Canada. All other trademarks are the property of their respective owners. All other trademarks remain the property of their respective owners.
Contact
Questions about this disclaimer: email me at jahid@jahid.ca