Terms & Conditions

These Terms apply to your use of morethannumbersbook.ca, including its articles, videos, forms, downloads and other content.

About morethannumbersbook.ca

Morethannumbersbook.ca is the educational and marketing website of Millie Gormely, Senior Wealth Advisor, CERTIFIED FINANCIAL PLANNER® professional and Master Financial Advisor – Philanthropy.

Financial planning, investment, insurance and related services are provided through Millie’s licensed firm and are subject to its applicable agreements, disclosures and regulatory requirements. Services are available only where permitted by law.

General information only

The information on this website is provided for general educational purposes. It is not personalized financial, investment, insurance, tax, accounting or legal advice.

Your circumstances are unique. You should speak with an appropriately qualified professional before making decisions based on information found on this website.

Financial and investment results cannot be guaranteed. Examples, opinions, testimonials and educational scenarios do not promise that anyone else will have the same experience or achieve a particular result. Past performance may not be repeated.

No professional relationship

Visiting the website, joining an email list, downloading a resource, submitting a question or booking an introductory meeting does not create an advisor-client or other professional relationship.

A professional relationship begins only after the appropriate onboarding and documentation requirements have been completed and accepted.

Accuracy and availability

I make reasonable efforts to provide useful and accurate information. However, financial rules, tax laws, market conditions and other information can change. Website content may therefore become outdated or incomplete.

Content, resources and website features may be updated, removed or temporarily unavailable without notice.

Forms and electronic communications

Website forms and ordinary email are intended for general questions, appointment requests and resource delivery.

Please do not send Social Insurance Numbers, account numbers, passwords, banking information, tax returns, investment statements, identification documents or other sensitive information through the website, ordinary email or text message. If confidential information is required, an appropriate secure method will be provided.

Submitting a question does not guarantee a response, and a general response is not a substitute for personalized professional advice.

Information about how personal information is collected and handled through morethannumbersbook.ca is available in the More Than Numbers Privacy Policy. Marketing emails may be unsubscribed from at any time using the link provided in the message.

Use of website content

Unless otherwise stated, the original content and materials on morethannumbersbook.ca are owned by or licensed to Millie Gormely, More Than Numbers or their respective licensors.

Resources expressly offered for download may be used for your own lawful, personal and non-commercial purposes. Website materials may not be republished, sold, modified or used commercially without permission from the applicable owner.

You may not misuse the website, interfere with its operation or security, attempt unauthorized access, introduce malicious software, systematically collect website content or personal information, or misrepresent an affiliation with Millie Gormely or More Than Numbers.

Third-party websites

Morethannumbersbook.ca may link to third-party websites and services. These links are provided for convenience. I do not control those services and am not responsible for their content, availability, security, products, transactions or privacy practices.

Your use of a third-party website or service is governed by its own terms and policies.

Limitation of responsibility

To the extent permitted by law, Millie Gormely and More Than Numbers are not responsible for losses arising from reliance on general website content, inability to access the website or use of a linked third-party service.

Nothing in these Terms limits any legal right or responsibility that cannot lawfully be limited.

Changes to these Terms

These Terms may be updated as the website changes. The current version and effective date will be posted here.

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