General Disclosure
Zainab Williams is a Financial Advisor and is also licensed for the sale of insurance. Zainab Williams 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 Limited (DSL) is regulated by the Investment Industry Regulatory Organization of Canada (www.iiroc.ca) and Member of the Canadian Investor Protection Fund (www.cipf.ca ). Investment products are provided by Designed Securities Ltd. and include, but are not limited to, mutual funds, stocks, ETFs and bonds. Zainab Williams is registered to provide investment advice and solutions to clients residing in the province of Ontario.
Any advice which may be given in respect of non-securities services is given by Zainab Williams 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 IIROC 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 in or selling any type of insurance product; any type of mortgage service. Accordingly, Designed Securities Ltd. is not providing and does not supervise any of the above noted activities and you should not rely on Designed Securities Ltd. for any review of any non-securities. 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 website does not constitute an offer or solicitation in any jurisdiction in which 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 Zainab Williams or 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 Zainab Williams.
Website Disclosure
The information on this site is provided “as is” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Elleverity Wealth Management (referred to as “Elleverity”) disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement and suitability for a particular purpose. Elleverity does not warrant that the information will be free from error. None of the information provided on this website is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall Elleverity be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if Elleverity or an Elleverity authorized representative has been advised of the possibility of such damages. In no event shall Elleverity Wealth Management have any liability to you for damages, losses and causes of action for accessing this site. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.
Dual Occupation Disclosure
Zainab Williams is licensed through the Financial Services Commission of Ontario for the sale of life, disability, and related insurance products. This licensing also covers the sale of segregated funds via Bridgeforce Financial Group.
Zainab Williams is a Certified Financial Planner (CFP). CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan. Zainab Williams may charge an hourly rate to people who come to her solely for financial advice in these areas. Zainab Williams also operates under the business name of Elleverity Wealth Management.