Terms of Service
Clear terms for our relationship with you and the services we provide.
Last Updated: February 2026
Agreement to Terms
By accessing or using Trevoxa Wealth's platform and services, you agree to be bound by these Terms of Service. If you do not agree, you may not use our services.
These terms govern your use of our coordination platform.
Separate agreements will govern your relationship with matched financial professionals.
Our Services
What We Provide
Coordination Platform
Systems to coordinate your financial professionals and services.
Professional Matching
Connection to verified, fiduciary-standard financial professionals.
Educational Resources
Content and workshops on financial planning topics.
Ongoing Support
Coordination assistance, document management, and tracking tools.
What We Do Not Provide
- We do not provide financial, legal, or investment advice.
- We do not act as your advisor, agent, or representative.
- We do not guarantee financial outcomes or returns.
- We do not manage investments on your behalf.
User Responsibilities
- Eligibility: You must be at least 18 years old.
- Account Security: You are responsible for login credentials.
- Accurate Information: Information provided must be truthful.
- Authorized Use: No misuse of platform systems.
Fees and Payments
- Platform Access: Intake and matching are free.
- Coordination Services: Billed separately with clear pricing.
- Advisor Fees: Advisors bill directly under their own agreements.
- No Hidden Fees: All costs disclosed upfront.
Disclaimers
Important Legal Notice
Our platform is provided “as is” and “as available” without warranties of any kind.
Limitation of Liability
- We are not liable for indirect or consequential damages.
- Total liability is limited to fees paid in the previous 12 months.
- We are not responsible for actions of matched professionals.
Governing Law
These terms are governed by the laws of Ontario, Canada.