Lumiwealth

Terms of service

Last updated September 2026

Education, not advice

Lumiwealth teaches people how to use software and AI tools. We are not a registered investment advisor, broker or dealer. Nothing on this site or in our training is investment, legal, tax or accounting advice. Decisions your firm makes with the tools we teach are your firm's decisions.

Engagements

Every paid engagement is described in a written quote that lists scope, price, dates and deliverables. The quote governs. These terms cover the website only.

Content on this site

The text, images and logos here belong to Lumiwealth Inc.. You may quote from it with attribution. You may not copy pages wholesale or use the Lumiwealth name to suggest an endorsement we did not give.

No guarantees of outcome

We describe what our training does. We do not promise a specific number of hours saved, revenue gained or costs cut. Results depend on your people, your systems and your follow-through.

Governing law

Ontario, Canada.

Questions

rob@lumiwealth.com