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Terms of Service

 

Effective Date: April 1, 2026

These Terms of Service ("Terms") govern your use of www.newdawnfinancial.ca ("Website") and any services provided by New Dawn Financial Inc. By accessing or using this Website, you agree to be bound by these Terms.

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1. Services Provided

New Dawn Financial Inc. offers financial planning, estate consulting, and executor support services.

Important Disclaimer: While we hold professional designations (CFP®, TEP, CEA, MTI), the content provided on this Website is for general informational and educational purposes only. It does not constitute formal legal advice, tax preparation, or specific investment advice.

  • For legal matters (such as drafting a Will or Probate applications), you must consult a licensed lawyer.

  • For tax filings, you should consult a registered tax professional.

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2. No Professional Relationship

Your use of this Website, including sending emails to us or booking a consultation, does not establish a financial planner-client, accountant-client, or advisor-client relationship.

A professional relationship for consulting or planning is only formed when a written Engagement Letter has been signed by both you and New Dawn Financial Inc. Appointments where Shannon Williams is named personally as an Executor or Attorney for Property are governed by separate, specific legal appointments and are not established through website use.

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3. Acceptable Use

You agree to use this Website lawfully and refrain from:

  • Engaging in fraudulent or deceptive activities.

  • Posting or transmitting harmful content such as viruses or malware.

  • Violating intellectual property rights.

  • Attempting to gain unauthorized access to our website backend or client portals.

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4. Limitation of Liability

We make every effort to ensure the information on this Website is accurate and current. However, laws and regulations change frequently. We make no guarantees regarding the completeness or real-time reliability of the information provided.

New Dawn Financial Inc. and its officers, employees, and agents are not liable for any damages, direct or indirect, arising from your use of this Website or reliance on any information provided herein. You are responsible for verifying any information before making financial or legal decisions.

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5. Intellectual Property

All content on this Website, including text, graphics, logos, and branding, is owned by New Dawn Financial Inc. Unauthorized use, reproduction, or distribution of our materials is strictly prohibited without our prior written consent.

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6. Third-Party Links

This Website may contain links to third-party sites such as government resources or partner organizations. We are not responsible for their content, security, or privacy practices. Accessing these links is at your own risk.

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7. Privacy & Data Use

Use of this Website is subject to our Privacy Policy, which explains how we collect, use, and protect your information. Please note that transmission of information over the internet is not completely secure. While we use encrypted cloud services for business operations, sending sensitive personal or financial information via email or through Website contact forms is done at your own risk.

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8. Governing Law

These Terms are governed by the laws of Ontario, Canada. Any disputes shall be resolved in the courts of Ontario, within the judicial district of Niagara.

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9. Changes to These Terms

We reserve the right to update these Terms at any time to reflect changes in our services or legal requirements. Your continued use of the Website after changes are posted indicates your acceptance of the new Terms.

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10. Contact Us

For any questions about these Terms, please contact:

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New Dawn Financial Inc.

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Helping Ontario executors navigate estate settlement with confidence, care, and expertise.

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shannon@newdawnfinancial.ca

33 Main Street West, 

Grimsby, ON L3M 1R3

289-455-8558

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© 2025 New Dawn Financial Inc. All rights reserved.

Disclaimer:

The services provided by New Dawn Financial Inc. are focused on financial, estate, and tax planning strategies and are delivered based on professional designations including CFP®, TEP, CEA, MTI, DMA™, and MFA-P™. Our role is to provide guidance on tax-efficient financial planning and estate strategies; however, our services do not constitute formal legal advice or investment advice. New Dawn Financial Inc. prepares and files T1 terminal returns and T3 estate and trust returns directly as part of our executor support and estate administration services. For complex tax disputes or matters outside estate administration, please consult a registered tax professional. For legal matters, please consult with a licensed lawyer. For specific securities recommendations, please consult a licensed investment advisor.

​Executor and Trustee appointments are personal appointments of Shannon Williams. When acting in this capacity, an estate bank account will be opened in the estate's name with a recognized financial institution. New Dawn Financial Inc. provides administrative support but is not a Trust Company, nor a lending or deposit-taking institution.

All content on this website is provided for informational purposes only and should not be relied upon as personalized financial, legal, or tax advice. While we make every effort to ensure accuracy and timeliness, no guarantee is made as to completeness or correctness. Regulations and tax laws change frequently, and users should seek advice tailored to their specific circumstances. By using this website, you acknowledge that no client relationship is formed until a written engagement agreement has been signed. New Dawn Financial Inc. assumes no liability for decisions made based on the information provided herein.

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