Chuck Groot Financial and Business Consulting
Disclosure Statement
The information in this website
This website www.chuckgroot.com (the “Site”) is intended to provide general information about Chuck Groot Financial and Business Consulting and its services. It is not intended to offer or deliver investment advice in any way. Information regarding investment services are provided solely to gain an understanding of our investment philosophy, our strategies, and to be able to contact us for further information.
Who is this website published for?
This Site has been published for use by residents of Canada and the United States where Chuck Groot Financial and Business Consulting products and services may be lawfully offered for sale. The information provided on this Site is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation, or which would subject Chuck Groot Financial and Business Consulting or any of its products or services to any registration requirement within such jurisdiction or country. If you choose to access this Site from a location other than Canada or the United States, you do so through your own initiative and you are responsible for compliance with any applicable local laws.
Past Performance Disclosure
Past performance is not indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by Chuck Groot Financial and Business Consulting made reference to directly or indirectly by Chuck Groot Financial and Business Consulting in its website, or indirectly via a link to an unaffiliated third party website, will be profitable or equal the corresponding indicated performance level(s)). Different types of investments and/or investment strategies involve varying levels of risk, and there can be no assurance that any specific investment or investment strategy (including investment strategies detailed on this Site by Chuck Groot Financial and Business Consulting will be either suitable or profitable for a client’s or prospective client’s portfolio and may result in a loss of principal).
Risk
Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy will be profitable. The information in this Site is based on data gathered from what Chuck Groot Financial and Business Consulting believes are reliable sources. It is not guaranteed as to accuracy and does not purport to be complete and is not intended as the primary basis for investment decisions. It should also not be construed as advice meeting the particular investment needs of any investor.
Asset allocation may be used in an effort to manage risk and enhance returns. It does not, however, guarantee a profit or protect against loss. Performance of the asset allocation strategies depends on the underlying investments.
Compensation
If you choose to purchase a financial product through a consultant at Chuck Groot Financial and Business Consulting , your consultant will be paid a sales commission from the company that provides the product. Your consultant may receive a renewal (or service) commission if you keep your financial products for years to come. Your consultant may also be eligible for additional compensation, such as bonuses, or non-monetary benefits, such as travel incentives, depending on various factors such as the volume or persistency of business that your consultant places during a given time period. While your consultant is paid commissions by insurance companies, no insurance company holds an interest in Chuck Groot Financial and Business Consulting. Your financial objectives are our first priority.
Feedback
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