These Terms and Conditions govern the contractual relationship between WealthTrackEdge and participants of our financial education services, wealth building strategies, financial literacy workshops, and wealth building programs. They apply to all offered financial education services and supplementary provisions. By engaging our services or registering for a financial education session, you agree to these conditions.
Engaging our financial education services can be done in person at our facility, by telephone, email, or through our website. The contract is established upon confirmation by WealthTrackEdge. For workshops and specialized wealth building courses, prior registration is required as we limit participant numbers to ensure optimal service quality. The right to financial education participation exists only after receipt of a confirmation and payment processing, where applicable.
Our services include financial education for individuals and families, wealth building strategy workshops, individual financial literacy sessions, wealth building training seminars, and complementary offerings such as personalized financial plans and group wealth building sessions. The type, scope, and duration of each service are defined in the current service description or the respective engagement contract. WealthTrackEdge reserves the right to modify service offerings, schedules, and financial educators when necessary for organizational or content-related reasons. If a financial educator is unavailable, we will provide a qualified substitute or offer an alternative session where possible.
Service fees are payable in advance unless alternative payment terms have been agreed upon. For comprehensive financial education packages, installment payments may be arranged. Payment is processed via bank transfer or, in special cases, directly at our educational facility. Prices for specialized financial education services or custom service development are indicated separately and due by the specified date. In case of payment default, we reserve the right to exclude the participant from further financial education participation or to charge interest according to legal provisions.
At WealthTrackEdge, we are committed to client satisfaction and financial education excellence. If you are not satisfied with our financial education services, please notify us within 14 days of service completion or session delivery. We will work with you to resolve any concerns and ensure your wealth building objectives are met. Refunds are handled on a case-by-case basis according to the following principles:
All refund requests must be submitted in writing to info@wealthtrackedge.com with detailed explanation of the concerns and specific financial education elements that did not meet expectations. Each request will be reviewed within 7 business days, and we commit to fair resolution that supports both client satisfaction and service integrity.
Current session times are available on our website and in service descriptions. We request punctual attendance. Late arrivals exceeding 15 minutes may result in denied access to ongoing sessions out of consideration for other participants and to maintain service quality. Missed sessions or financial education packages cannot be made up or refunded unless expressly agreed upon or individually arranged in special circumstances.
Participation in our financial education services is at your own responsibility. All personal information and financial details shared during our sessions are subject to confidentiality. WealthTrackEdge commits to maintaining the strictest confidentiality standards and expects the same from all participants. We request that existing financial challenges or special circumstances be confidentially disclosed before service commencement. In case of doubt, we recommend prior consultation with another financial advisor. WealthTrackEdge is not liable for self-inflicted inconveniences or indirect consequences of participation.
The premises and equipment of WealthTrackEdge must be treated with care. Financial education materials and wealth building resources are provided for the sessions and included in the service fee unless otherwise indicated. WealthTrackEdge assumes no liability for personal belongings and valuables. The educational rooms and common areas should be left in an orderly condition.
The content, methods, financial education materials, and wealth building resources provided in our services are subject to copyright. Distribution, commercial use, or publication without express permission from WealthTrackEdge is not permitted. All participants commit to confidentiality regarding personal information of other participants. Photo, video, or audio recordings during sessions are allowed only with prior consent of all present individuals and the session leader.
Participants' personal data is treated with the utmost care and used exclusively for contract processing and financial education delivery. Disclosure to third parties occurs only as necessary for contract fulfillment. Further details are regulated in our separate Privacy Policy.
Canadian law applies. The jurisdiction for all disputes is the registered office of WealthTrackEdge.