Disclaimer

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Disclaimer: John Gizzarelli is a representative of Designed Securities Ltd. John Gizzarelli is registered through separate organizations for each purpose, and as such, you may be dealing with more than one entity depending on the services and products discussed. The name of the entity being represented should correspond to the business being conducted. Designed Securities Ltd. and Synergy Financial Inc. are distinct legal entities. Designed Securities Ltd. is regulated by the Canadian Investment Regulatory Organization (ciro.ca) and is a member of the Canadian Investor Protection Fund (www.cipf.ca). Designed Securities Ltd. provides investment products such as mutual funds, stocks, and bonds, among others. John Gizzarelli has registered to offer advice and solutions to clients in all applicable provinces. Any advice that may be given in respect of non-securities services is given by John Gizzarelli solely, and no such advice is given in their capacity as a registrant of Designed Securities Ltd. Canadian Investor Protection Fund (CIPF) coverage is available to CIRO Dealer Members and does not offer protection, within limits, on non-securities products not held by a Member. Non-securities-related business includes, without limitation, fee-based financial planning services; estate and tax planning; tax return preparation services; advising on or selling any type of insurance product; and any type of mortgage service. Accordingly, Designed Securities Ltd. neither provides nor supervises any of the activities mentioned above, and you should not depend on Designed Securities Ltd. for reviewing any non-securities services offered by John Gizzarelli and Synergy Financial Inc. No information on this website shall be deemed as investment advice or a recommendation. The information provided may be gathered from sources believed to be accurate. This website is for informational and reference purposes only and is not intended to provide specific personalized advice, including, without limitation, investment, financial, legal, accounting, or tax advice. Please consult the appropriate professional depending on your particular circumstances. This site does not constitute an offer or solicitation in any jurisdiction where such offer or solicitation is not authorized or to any person to whom it is unlawful to make such offer or solicitation. The opinions expressed are those of the author and do not necessarily reflect those of Designed Securities Ltd. The information contained on this website is subject to change without notice. Information has been gathered from sources believed to be reliable. Content is accurate as of the date of publication and subject to change without notice. By accessing links to external websites, you will be leaving this website, and Synergy Financial Inc. and Synergy Financial of Designed Securities Ltd. are not responsible for the information contained on these external websites. Content may not be reproduced or distributed without the consent of John Gizzarelli. https://designedwealthmanagement.ca/privacy-policy/

Complaint Handling: Designed Securities Ltd. will provide a written summary of the client complaint handling procedures when an account is opened. Upon receipt of a complaint, Designed Securities Ltd. will determine the nature of the complaint. Once determined, all facts and concerns relating to the complaint will be reviewed with respect to the event or transaction that gave rise to the complaint. Where necessary, our review may include additional contact with the individual(s) who initiated the complaint. Due to the nature of information reviewed and discussed during a complaint procedure, only a Designed Securities Ltd. client, their legal representative, and regulatory authorities may make or investigate a complaint with Designed Securities Ltd. Once the complaint review is complete, Designed Securities Ltd. provides a summary of the complaint, pertinent findings, and the resulting outcome to the client. The summary includes an explanation of the final decision and an outline of other options for seeking alternative resolution or compensation available to the client if the client is not satisfied with the firm’s response. Designed Securities Ltd. will provide a final decision with respect to a complaint within 90 days or an interim response, with an explanation for the delay and the expected new response time. Securities rules and regulations govern the processes by which Designed shall review and respond to client complaints. For further information, please contact our Designed Securities Ltd. Complaints Officer at complaints@designedwealthmanagement.ca.

https://designedwealthmanagement.ca/legal/