Last Updated: August 18, 2025

Welcome to McGuire Financial (“McGuire Financial,” “we,” “us,” or “our”). By accessing or using our website at mcguirefinancial.ca (the “Website”), including any services, content, or events offered through it, such as our Banker’s Secret Seminars, you agree to be bound by these Terms and Conditions (“Terms”). If you do not agree with these Terms, please do not use our Website or services.

1. Use of the Website

• Eligibility: You must be at least 19 years of age and a resident of Canada to use our Website and services. By using the Website, you represent that you meet these requirements.
• Permitted Use: The Website is intended for personal, non-commercial use to learn about our financial education programs, seminars, and referral services to qualified wealth management advisors. You may not use the Website for any unlawful purpose, to infringe on intellectual property rights, or to interfere with its functionality.
• Account Responsibility: If you create an account (e.g., for seminar registration), you are responsible for maintaining the confidentiality of your account credentials and for all activities under your account.

2. Services and Referral Process

McGuire Financial provides financial education through programs such as the Banker’s Secret Seminars, designed to empower individuals with knowledge about wealth-building strategies. For clients who meet specific financial eligibility criteria, we may refer them to Newport Private Wealth, an independent wealth management firm, for professional investment management services. McGuire Financial does not provide investment advice or manage investments directly. Any investment services are provided solely by Newport Private Wealth or other third-party advisors, subject to their own terms and conditions.

3. Banker’s Secret Seminars Refund Policy

Tickets to our Banker’s Secret Seminars and related bootcamps are subject to the following refund and transfer policy:

• Refunds: Tickets are fully refundable up until 5 days prior to the event date. Refund requests must be submitted in writing to support@mcguirefinancial.ca.
• Transfers and Validity: After the 5-day refund window, tickets are non-refundable but may be transferred to another individual for the same event. Alternatively, tickets remain valid for upcoming Banker’s Secret Seminars or bootcamps in Edmonton or Calgary for 90 days from the date of purchase.
• Satisfaction Guarantee: We are committed to your satisfaction. If you are not satisfied with your seminar experience, please contact us at support@mcguirefinancial.ca or [insert phone number] to discuss your concerns.

4. Intellectual Property

All content on the Website, including text, graphics, logos, videos, and materials provided during seminars (e.g., Banker’s Secret Seminar materials), is owned by McGuire Financial or its licensors and protected by Canadian and international copyright and trademark laws. You may not reproduce, distribute, or modify any content without prior written permission, except for personal, non-commercial use as permitted by law.

5. Privacy

Your use of the Website and our services is subject to our Privacy Policy which outlines how we collect, use, and protect your personal information. By using our Website, you consent to our data practices as described in the Privacy Policy.

6. Third-Party Links and Services

The Website may contain links to third-party websites or services, including those of Newport Private Wealth or other partners (e.g., booking platforms, payment processors). McGuire Financial is not responsible for the content, accuracy, or practices of these third parties, including any investment services provided by Newport Private Wealth. Accessing third-party links or engaging with referred advisors is at your own risk.

7. Disclaimer of Warranties

The Website and our services are provided on an “as is” and “as available” basis. McGuire Financial does not warrant that the Website will be uninterrupted, error-free, or free from viruses or other harmful components. Financial education content provided through our seminars or Website is for informational purposes only and does not constitute personalized financial or investment advice. Any investment decisions made through referred advisors, such as Newport Private Wealth, are subject to their own terms and risks.

8. Limitation of Liability

To the fullest extent permitted by law, McGuire Financial, its affiliates, officers, employees, or agents shall not be liable for any indirect, incidental, special, or consequential damages arising from your use of the Website, attendance at our seminars, or engagement with referred third-party advisors, including Newport Private Wealth. This includes, but is not limited to, losses related to financial decisions made based on seminar content or referrals.

9. Indemnification

You agree to indemnify and hold harmless McGuire Financial and its affiliates from any claims, damages, or losses arising from your use of the Website or services, violation of these Terms, or infringement of any third-party rights.

10. Governing Law and Dispute Resolution

These Terms are governed by the laws of the Province of Alberta and the federal laws of Canada. Any disputes arising from these Terms or your use of the Website shall be resolved through negotiation or, if necessary, binding arbitration in Edmonton, Alberta, in accordance with the rules of the Canadian Arbitration Association.

11. Changes to These Terms

We may update these Terms from time to time to reflect changes in our services or legal requirements. The updated Terms will be posted on this page with a revised “Last Updated” date. Your continued use of the Website after such changes constitutes your acceptance of the new Terms.

12. Contact Us

If you have any questions about these Terms or our services, please contact us at:

Head Office: 780.462.1289
Toll Free: 1.877.364.8204
Head Office: 6030-88 St #210. Edmonton AB T6E 6G4
Mailing Address: 3428-99 St Suite #470. Edmonton AB T6E 5X5