Terms of Service

1. Informational Purpose Only

All content on eastviewia.com is provided for informational and educational purposes only. Nothing on this website constitutes personalized financial, investment, tax, or legal advice. Case study results and performance metrics — including the 87.3% average advisor payout ratio, 96.4% transition success rate, and 62% reduction in compliance deficiency findings — describe historical outcomes for specific advisor practices and are not indicative of future results. You should consult a qualified, licensed professional before making financial decisions.

2. No Client Relationship

No dealer-advisor, fiduciary, or professional relationship is established through your use of this website or by submitting inquiries via the contact form. Such relationships are established solely through executed written agreements subject to applicable CIRO regulations and provincial securities laws. Submitting a contact form — including details such as your current dealer, approximate AUA, or practice goals — constitutes a general inquiry and does not create any obligation on the part of Eastview Ia Inc. or the submitting party.

3. Accuracy of Information

Eastview Ia Inc. endeavors to maintain accurate and up-to-date information on this website. However, regulatory requirements, platform features, compensation structures, and team compositions may change. Published metrics — including payout ratios, transition success rates, compliance statistics, processing turnaround times, and CE credit hours delivered — reflect the most recently available data and are subject to periodic updating. Where specific figures are cited (for example, 1.2 business day average processing turnaround or 2,340+ CE credit hours delivered), these represent the most recent reporting period and should not be construed as perpetual guarantees.

4. Intellectual Property

All text, graphics, logos, design elements, and proprietary methodologies — including the Compliance Health Score, Advisor Growth Blueprint, Practice Diagnostic frameworks, New Advisor Launch Protocol, and Eastview Central platform interface — are the intellectual property of Eastview Ia Inc. Reproduction, distribution, or modification without written consent is prohibited. This includes (but is not limited to) case study narratives, published compensation grid structures, and original analysis appearing in the Eastview Intelligence Brief.

5. Third-Party Links

This website may contain links to third-party websites, regulatory bodies (including CIRO, the CSA National Registration Search at aretheyregistered.ca, and provincial securities commissions), or educational resources. Eastview Ia Inc. is not responsible for the content, accuracy, or privacy practices of external sites. References to third-party tools and integrations — such as Croesus, Morningstar, Wealthscope, Fidelity Clearing Canada, Credential Financial, or the National Bank Independent Network — are for informational purposes and do not imply endorsement by those entities.

6. Limitation of Liability

Eastview Ia Inc. provides this website on an "as-is" basis without warranties of any kind, express or implied, including but not limited to implied warranties of merchantability, fitness for a particular purpose, or non-infringement. To the maximum extent permitted by applicable law, Eastview Ia Inc. shall not be liable for any direct, indirect, incidental, special, or consequential damages arising from your use of this website or reliance on its content — including, without limitation, decisions relating to dealer transitions, compensation negotiations, practice valuations, succession planning, or investment strategies.

7. Governing Law

These Terms of Service shall be governed by and construed in accordance with the laws of the Province of Alberta and the federal laws of Canada applicable therein. Any disputes arising from or relating to these terms or your use of eastviewia.com shall be resolved exclusively in the courts of competent jurisdiction located in Calgary, Alberta. Eastview Ia Inc. was incorporated in Alberta in February 2019, and the province of incorporation determines applicable corporate and regulatory law.

8. Contact

For questions regarding these Terms of Service, contact Eastview Ia Inc. through any of the following channels:

• ✉ Email: contact@eastviewia.com
• ☎ Phone: (702) 478-4912
• ◈ Mail: Eastview Ia Inc., 3839 Ogden Road SE, Calgary, Alberta T2G 4N6

We endeavor to respond to all inquiries regarding these terms within 5 business days.