Terms of Use

Use of this Website

The following terms apply to your use of the NextgenFP website, any link provided to a provided Client Portal and/or Mobile Application that might be made available (these “Pages”). Information provided on these Pages is for information purposes only and is not intended to provide investment advice, legal, accounting or tax advice, or a recommendation or an offer of solicitation and should not be relied upon in that regard. There is no assurance that any views, predictions or projections made will occur. Past performance is not indicative of future results. The investment portfolios discussed may not be suitable or appropriate for all investors and do not consider your unique objectives, constraints or financial needs.

Commentary contained within this Site reflects the opinions of NextgenFP at the time of writing and may reference sources that NextgenFP believes to be accurate and reliable. NextgenFP does not guarantee the accuracy or completeness of such information and our opinions and viewpoints may change over time. Forward-looking statements are based on historical events and trends, and may differ from actual results.

These Pages are made available on an “as is” basis. We assume no responsibility for any losses incurred due to the use or unavailability of these Pages. No warranty, express or implied, as to the accuracy, timeliness, completeness of any opinion or information is given or made by NextgenFP in any form or manner whatsoever.

Your continued access or use of these Pages will constitute your acknowledgment of any modified terms and conditions and your agreement to abide and be bound by any changes to information provided.
By accessing these Pages, you accept and agree to comply with the terms and conditions set out herein.


NextgenFP makes no representation that these Pages will be uninterrupted or error-free, that defects will be corrected, that the site and/or server that makes it available are free of viruses or other harmful components. It is your sole responsibility to take precautions to ensure that your computer is adequately protected from computer viruses or other destructive properties.

Certain parts of these Pages can only be accessed via a username and password. You are solely responsible for maintaining the security of your username and password and for ensuring that others do not use them without your permission. You will be responsible for any wrongdoing or liability that results from the use of your username and password and should act accordingly to take the necessary steps to protect confidentiality. NextgenFP is not responsible for any unauthorized access to non-public areas of the Site. Should you become aware that your username and password have been compromised, immediately contact NextgenFP at clientservices@nextgenfp.ca. For security reasons, NextgenFP will never contact you to confirm your password.

Third-Party Websites

Other external or third-party websites that may provide access to these Pages by hyperlinks are entirely independent of these Pages. Any direction by a third party to these Pages shall not in any manner be construed as an endorsement by NextgenFP of such party’s website, products or services.

These Pages contains links to third-party websites and is provided to you solely as a convenience and is not to be considered an endorsement by NextgenFP. NextgenFP is not responsible for the content or accuracy of materials on such third-party websites nor is NextgenFP obligated to update or correct any information provided on those sites. If you decide to access the linked third-party websites, you should do so at your own risk. Such websites may be governed by terms and conditions different from those applicable to these Pages.


NextgenFP strives to protect personal information provided to us in the course of our relationship with clients. Please refer to NextgenFP’s Privacy Policy that is part of these terms, to learn about NextgenFP’s collection, usage, disclosure of information and measures taken to protect the privacy and security of your personal information.

Use of Name, Logo, Trademarks and Copyright

All information provided on these Pages is the property of NextgenFP and is protected by applicable copyright and trademark laws. Your use of these Pages does not transfer to you any ownership or other rights in these Pages or its content. These Pages is made available for lawful, personal, non-commercial use only. No use of the Nextgen Financial Planning Inc. name, logo or any information contained on these Pages may be used, copied, reproduced or redistributed without the prior written consent of NextgenFP.

Registration Access

NextgenFP’s principal regulator in Canada is the Ontario Securities Commission. NextgenFP is registered as a Portfolio Manager in Ontario and will seek registration in other provinces in Canada as a Portfolio Manager as the need arises.

One of NextgenFP’s principal owners is also the sole member of an US-domiciled Investment Advisor, EWM Advisory LLC. EWMA is registered in New York State under the Investment Advisers Act of 1940.

GIPS® Compliance

Nextgen Financial Planning Inc. claims compliance with the Global Investment Performance Standards (GIPS®) whenever it publishes investment performances unless stated otherwise.

Non-Canadian Investors

The information contained on these Pages does not constitute an offer or solicitation by anyone to buy or sell any investment fund or other product or service to anyone in any jurisdiction in which an offer or solicitation is not authorized or is unlawful. NextgenFP provides investment advisory services on a discretionary basis to non-Canadian persons and investors (including U.S. persons) only where permitted by law. Prospective investors who are not residents of Canada should consult with NextgenFP to determine if these securities may lawfully be advised on in their jurisdiction.

Accessibility Statement

NextgenFP is committed to providing our services in a way that respects the dignity and independence of people with disabilities. NextgenFP is an equal-opportunity employer who prioritizes the well-being and inclusion of all individuals involved in its operations, including people with disabilities. NextgenFP will make every reasonable effort to ensure that:

  • Persons with disabilities are provided equal opportunity to obtain, use and benefit from NextgenFP’s services and facilities;
  • Services and facilities are provided in a manner that respects the dignity and independence of persons with disabilities;
  • Communications with a person with a disability are conducted in a manner that takes the person’s disability into account; and
  • Persons with disabilities may use assistive devices, service animals and support persons as is necessary to access NextgenFP’s services and facilities.

NextgenFP welcomes feedback on how to improve its services and facilities for individuals with accessibility needs and will respond to such feedback in a timely manner. Feedback can be submitted as follows:

In person or in writing:
Nextgen Financial Planning Inc.
c/o The Management Team
14 Minnewawa Road
Phone: 647-270-9809
Email: clientservices@nextgenfp.ca

A copy of our Accessibility Policy will be made available on request. It can also be provided in alternate formats upon request.

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