All mutual fund & etf-related activities are conducted through Investia Financial Services Inc., in accordance with MFDA.
Investia Relationship Disclaimer: Chamberlain Wealth Management proudly partners with Investia Financial Services Inc. for the provision of mutual fund, GIC & ETF investment services. Investia Financial Services Inc. is a reputable investment dealer regulated by the Mutual Fund Dealers Association of Canada (MFDA). As our partner, Investia oversees and administers all mutual fund-related activities, ensuring adherence to the highest standards of regulatory compliance and industry best practices. It is important for our clients to understand that while Chamberlain Wealth Management advises on mutual fund investments, all such transactions, management, and custodial services are executed and held through Investia Financial Services Inc. This partnership allows us to offer a broad range of mutual fund & ETF options, while maintaining our commitment to integrity, transparency, and client-focused advise. Please note, however, that other services provided by Chamberlain Wealth Management, such as life insurance, employee benefits, and pension planning, are separate from and not under the purview of Investia Financial Services Inc.
General Disclaimer: The information provided on the Chamberlain Wealth Management website is solely for general informational purposes and should not be construed as professional financial, investment, tax, legal, or other advice. While we endeavor to keep the content current and accurate, Chamberlain Wealth Management does not warrant or guarantee its completeness, reliability, or timeliness. The information on our site is not intended to replace or serve as a substitute for professional consultation. We encourage our clients and site visitors to seek personalized advice from qualified professionals for all personal finance and investment needs.
Investment Risk Disclaimer: Investment activities come with inherent risks, including the potential loss of capital. Clients should be aware that past performance of any financial instrument or investment strategy is not a reliable indicator of future performance. Chamberlain Wealth Management reminds site visitors that decisions based on the information provided on our site are the sole responsibility of the user, and in exchange for using our site, the user agrees to hold Chamberlain Wealth Management harmless against any claims for damages arising from any decision the user makes based on such information. We strongly recommend that all investment decisions be made in consultation with a financial advisor.
Regulatory Compliance Disclaimer: Chamberlain Wealth Management is committed to adhering to the highest standards of regulatory compliance within the financial services sector. This commitment includes strict adherence to the guidelines and regulations set forth by governing bodies. While we provide information about various financial products and services, including those offered through Investia Financial Services Inc., this should not be interpreted as personal financial advice or a recommendation. All content available on this website
Accuracy and Completeness Disclaimer: Chamberlain Wealth Management makes every effort to ensure that the information provided on our website is accurate and complete. However, we do not guarantee that our website will always be up to date or that the information presented is free of errors or omissions. Information may change over time, and we may update it without notice. We do not accept liability for any inaccuracies or omissions on our website and advise clients to verify any information they intend to rely on.
Life Insurance, Benefits, and Pension Disclaimer: Chamberlain Wealth Management offers life insurance, employee benefits, and pension planning services, which are regulated by the appropriate life insurance regulatory authorities. The information on these services provided on this website is for general informational purposes only and should not be interpreted as specific insurance or financial advice. We endeavor to maintain accurate and up-to-date information, but do not guarantee its completeness or applicability to individual circumstances. Decisions regarding life insurance policies, employee benefits, and pension plans should be made in consultation with a licensed insurance professional, as these products are subject to the terms and conditions of the respective policies and regulatory guidelines. Any reliance you place on such information is therefore strictly at your own risk. Chamberlain Wealth Management disclaims any liability for any direct or indirect loss or damage arising out of or in connection with the use of this information. This content is not intended to create, and receipt of it does not constitute, an insurer-client relationship. Please note that life insurance products and services are distinct from mutual fund investments offered through Investia Financial Services Inc.
No Liability Disclaimer: Chamberlain Wealth Management, including its directors, employees, or agents, shall not be liable for any direct, indirect, incidental, consequential, or punitive damages resulting from or connected with your access to or use of our website and its content. This includes, but is not limited to, any damage or loss suffered as a result of reliance on the information provided on the site. While we strive to provide a secure online environment, we cannot guarantee that the website will be free from viruses or other harmful components, and we disclaim any liability for any harm or damage arising from your use of our website.
Privacy and Confidentiality Disclaimer: Chamberlain Wealth Management is firmly committed to maintaining the privacy and confidentiality of our clients' information. We understand the sensitivity of your personal and financial data and take all necessary steps to ensure its security. This includes information gathered through digital channels, such as our website, email communications, and online services, as well as physical records like meeting notes and written correspondence.
Our digital storage systems are secured with advanced encryption and cybersecurity measures to protect against unauthorized access and data breaches. All physical documents, including meeting notes and written correspondence, are stored securely, and accessed only by authorized personnel. We use these records solely for the purpose of providing and enhancing our financial advisory and management services, and they are treated with the highest level of confidentiality.
If you decide you would like your personal information, including digital records and physical documents, to be returned or securely destroyed, please contact our Privacy Officer at invest@chamberlainwealth.com. We will guide you through the process and ensure your request is handled in compliance with legal and regulatory obligations. Please be aware that for regulatory and compliance reasons, certain records must be retained for a specified period. These records will continue to be protected under our stringent privacy and confidentiality standards.
Complaint Submission Disclaimer: At Chamberlain Wealth Management, we are committed to providing our clients with exceptional service. However, if you have a complaint regarding any mutual fund investment services offered through our partnership with Investia Financial Services Inc., we encourage you to let us know. Additionally, you have the right to submit a complaint directly to Investia Financial Services Inc. For direct submission, please contact Investia by visiting Investia Here. Furthermore, if you feel your concerns have not been adequately addressed, you may also contact the Mutual Fund Dealers Association of Canada (MFDA). Complaints to the MFDA can be submitted online at complaints@mfda.ca. We assure all our clients that complaints are taken seriously and will be addressed promptly and fairly
Disclaimer on the Value of Advice and Expectations from Chamberlain Advisors Regarding Wholesalers
At Chamberlain Wealth, we firmly believe in the intrinsic value of professional financial advice. Our advisors are expected to uphold the highest standards of integrity, expertise, and client-focused service. In compliance with industry regulations and our internal ethical standards, the following outlines our stance and expectations:
Advisor Expertise and Diligence: Advisors at Chamberlain Wealth are required to possess thorough knowledge of the financial products and services they recommend. They are expected to conduct diligent research and continuous education to stay abreast of market trends and regulatory changes.
Wholesaler Interactions: Our advisors maintain professional relationships with wholesalers, ensuring that all interactions are conducted with transparency and in compliance with regulatory requirements. Advisors are expected to critically assess the information and products presented by wholesalers, placing client interests above all.
Avoidance of Conflicts of Interest: Advisors are to avoid conflicts of interest in their dealings with wholesalers. In situations where a potential conflict arises, it must be disclosed immediately to the compliance department and, where appropriate, to the client.
Client-Centric Recommendations: Investment recommendations provided by our advisors are based solely on the client's financial goals, risk tolerance, and overall financial plan. Advisors are expected to provide unbiased advice, unaffected by external influences, including those from wholesalers.
Regular Compliance Training: Our advisors undergo regular training to ensure compliance with all regulatory guidelines, including those governing interactions with wholesalers and the provision of investment advice.
Transparent Communication: All communications and transactions with wholesalers are to be transparent and compliant with industry standards, ensuring that our clients receive advice that is both reliable and in their best interest.
By adhering to these principles, Chamberlain Wealth ensures that the advice provided by our advisors is of the highest quality, compliant with regulatory standards, and aligned with our commitment to serving our clients' best interests.