Website information

Terms of Use

Last updated October 25, 2026.

These terms apply to your use of rm-financial.ca. By using the website, you agree to them. If you do not agree, please do not use the site.

Information only, not professional advice

Content on this website, including articles, FAQs, and plan descriptions, is general information about RM Financial’s services. It is not accounting, tax, legal, or financial advice for your situation, and you should not rely on it as such.

No client relationship from using the site

Using this website, submitting a form, or booking a consultation does not create a client relationship. RM Financial becomes responsible for work on your behalf only after we both sign an engagement agreement describing the services, fees, and responsibilities.

Plans, pricing, and the plan finder

Prices shown are monthly starting points in Canadian dollars. Plan-finder results are suggestions based on your answers. Final scope, pricing, and applicable taxes are confirmed during a consultation and set out in the engagement agreement. We may change listed prices and services at any time; changes do not affect an engagement agreement already in place.

Using the website

Please provide accurate information in our forms and do not send financial documents, banking credentials, or government identifiers through the website. You agree not to misuse the site, including by attempting to access its administration area, interfering with its operation, or submitting spam or automated requests.

Intellectual property

The website’s text, design, logo, and images belong to RM Financial or are used with permission, and may not be copied or reused without written consent. QuickBooks is a trademark of Intuit Inc.; RM Financial is not affiliated with or endorsed by Intuit beyond its ProAdvisor certification.

Links to other websites

Links to other websites are provided for convenience. We are not responsible for their content or privacy practices.

Availability and limitation of liability

We aim to keep the website accurate and available but provide it “as is”, without guarantees that it will be error-free or uninterrupted. To the extent permitted by law, RM Financial is not liable for any loss arising from use of, or reliance on, the website. This does not limit any responsibility we accept under a signed engagement agreement.

Privacy

How we handle personal information is described in our Privacy Notice.

Governing law

These terms are governed by the laws of the Province of Ontario and the federal laws of Canada that apply there.

Changes and contact

We may update these terms from time to time; the date at the top of this page shows the latest version. Questions can be sent to rm.financial.gta@gmail.com.