Trilogy Promotions Inc., hereinafter referred to as the Consultant, is a Calgary-based company established and registered in the province of Alberta, Canada in 2002, and is the parent company of the two master brands better known as The Wealth Coaches and The Wealth Academy.

1)      Two of the most important services offered by the Consultant are the Personal Financial Review (PFR) and Coaching for Success Mentorship. Together these two services allow your coach to provide one-time or monthly advice and mentorship to help clients design, implement, and monitor a sensible and strategic financial plan in harmony with their stated goals.

2)      Consultant has established certain proprietary procedures and technology tools to educate, advise, quote, refer, and facilitate the purchase of various financial assets for, or on behalf of clients, through various suppliers.

3)      Clients are not required to use any of our suggested providers and may freely choose any suppliers as they wish.

4)      Consultant is generally not compensated by any third-party supplier other than for recommended purchases of precious metals from its preferred bullion dealer, or unless otherwise stated in writing. Consultant’s fees are almost exclusively earned for advice given based on a one-time, hourly, or monthly subscription to the mentorship program or to its online courses shown on The Wealth Academy website.

5)      Consultant provides certain specialized advisory services to assist its clients with their purchase decisions, trading account setup and initiation, and ongoing advice and management of client’s financial portfolio as directed and required by Client. 

6)      Consultant discloses that it may earn certain variable industry-standard wholesale margins on client purchases of precious metals from its suppliers which are paid directly by the supplier and not the client. Prior to engaging in precious metals purchases, Client must complete the form titled Precious Metals - Client Disclosure, Representation and Purchase Terms Agreement.

7)     Client acknowledges and agrees to assume all final risks for any financial decisions made whether or not resulting from advice, suggestions, or recommendations of Consultant.

8)      Consultant provides advice based on a best-efforts basis and based on years of relevant personal and professional experience. Consultant agrees to abide by industry standard codes of conduct and ethics while fully disclosing all known risks and conflicts of interest. 

9)     All parties acknowledge that financial asset management contains inherent risks, and not all opportunities recommended will prove successful. The parties willfully accept such risks and agree to not hold the other accountable for losses to capital that my result from their mutual actions or failure to disclose facts that may later prove to be material in nature unless such loss occurs as a result of information withheld through an act of fraud.

MENTORSHIP SUBSCRIPTION

If you have not already subscribed to the Personal Financial Review or one of our Coaching for Success Mentorship Programs from our website, you may do so here now by selecting one of the options below. To select more than one option, visit our website Plans and Pricing page to select additional options without completing this form again.  

Subsrciptions may be cancelled at any time after the initial installment has been made.  

FORM SUBMISSION

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Once submitted, we will be sent a digital copy of the file for review and it will be archived in your private OneDrive folder mentioned previously. 

We look forward to working with you as your mentor.