privacy policy

Are you a greatadvisors.ca client who wishes to share this website with friends and family?

If so, please take a moment to fill out the following form, and we'll take it from there.

We respect your privacy.

Any personal information collected on this website (greatadvisors.ca) is not shared with any other financial firm, advisor, or third party.

If after one month, you are not a client of one of our recommended dealers, your questionnaire will be shredded and all records destroyed.

Information Is for Canadian Residents Only.

This site is for the use of Canadian Great Advisors Portfolios (c-GAP), Inc. and the clients or potential clients of De Thomas Financial. It is not to be used by any other investment advisor or investment professional as an information/marketing materials source, asset allocator, risk capacity or risk tolerance assessment, or for any other purpose. The right to download, store and/or output any material on this internet site, or any eBook, is granted for viewing use only and this grant only applies to clients and potential clients of De Thomas Financial. Reproduction or editing by any means, mechanical or electronic, in whole or in part, without the express written permission of Canadian Great Advisors Portfolios Canada, Inc. is strictly prohibited and subject to prosecution under U.S., Canadian and International copyright and trademark laws.

If your financial advisor is using this site without a license from Canadian Great Advisors Portfolios Canada, Inc., they are violating our copyright and their ethics are highly in question.

The Canadian Great Advisors Portfolios- Certified Broker/Dealer Certified Broker/Dealer members are a select group of financial advisors who are authorized to use the extensive up-to-date information and tools throughout C-GAP Canada's several hundred page web site, as well as any eBook. These member advisors sign a fee agreement with our firm and are approved for use of this site. Any other advisors are prohibited from using the copyrighted investor education and investment policy development tools.

The data, information, and content on this Site or page are for information, education and noncommercial purposes only and are subject to change without notice. Although Canadian Great Advisors Portfolios may provide data, information, and content relating to investment approaches and mutual funds, you should not construe any such information or other content available through this Site or page as legal, tax or investment advice. You should not consider any information on www.greatadvisors.ca as an offer to sell or solicit for sale any securities listed or mentioned on the website. Securities may only be sold by qualified licensed broker/dealers in Canada (See Certified Broker/Dealers).

You alone will bear the sole responsibility of evaluating the merits and risks associated with the use of any data, information, or content on this Site or page before making any decisions based on such data, information, or content. In exchange for using such data, information, or content, you agree not to hold Canadian Great Advisors Portfolios or its third party content providers liable for any possible claim for damages arising from any decision you make based on information made available to you through this Site or page. By providing access to other websites, neither Canadian Great Advisors Portfolios nor any of its affiliates is recommending or endorsing services provided by any website's sponsoring organization.

You should always consult a licensed and qualified advisor before beginning any investment program. Past performance is no guarantee of future performance.