RetireWisely is a free referral service that introduces users to independent financial advisors. We are not a dealer, portfolio manager, financial planner or advisor, and nothing on this site — including the readiness calculator and guides — is financial, investment, tax or legal advice. Calculator outputs are simplified educational estimates only.
Matched advisors are independent professionals registered with their respective regulators. They are not our employees or agents. Any advice, engagement or agreement is strictly between you and the advisor, and you are responsible for evaluating whether an advisor is right for you (we encourage checking the CIRO AdvisorReport and CSA National Registration Search).
Participating advisors pay us a referral fee only if you choose to become their client. This fee does not increase what you pay the advisor. We will never charge you for the matching service.
We screen advisors on defined criteria but make no warranty about outcomes, investment performance, availability of any particular advisor, or fitness for your specific circumstances. The service is provided "as is."
To the maximum extent permitted by law, RetireWisely is not liable for indirect, incidental or consequential damages arising from use of the site or from any relationship you form with an advisor.
Don't submit false information, use the site to spam or harvest data, or interfere with its operation.
Site content, branding and tools are ours or licensed to us. Personal, non-commercial use only.
These terms are governed by the laws of Alberta and the federal laws of Canada applicable therein.
We may update these terms; continued use after posting constitutes acceptance. Contact: hello@retirewisely.ca (placeholder address).