Impressum
Legal Information & Disclosures
Company Identification
Company Name and Legal Form
Vertex Advisors
Financial Advisory Services
Business Address
77 King Street West
Toronto, Ontario M5K 1A1
Canada
Business Registration
Registered in the Province of Ontario, Canada
Operating in accordance with applicable Canadian financial services regulations
Contact Details
Telephone
+1 (416) 782-5493
Monday - Friday: 9:00 AM - 5:00 PM EST
Contact Form
For inquiries, please visit our contact page
Responsible Persons
Managing Director
Liang Chen, CFA
Responsible for overall business operations, strategic direction, and compliance oversight.
Content Responsibility
Responsible according to applicable laws: Liang Chen
All content on this website is created and maintained under the supervision of our editorial team. We strive to ensure accuracy and relevance of all published information.
Technical Responsibility
Website maintenance and technical operations
For technical issues or questions regarding website functionality, please contact us through our contact form or email.
Regulatory Information
Professional Standards
Vertex Advisors operates in accordance with Canadian financial services regulations and professional standards. Our advisory services are provided with the highest level of professional integrity and ethical conduct.
Industry Affiliations
We maintain memberships and affiliations with relevant professional organizations that uphold standards of excellence in financial advisory services.
Compliance
Our operations comply with applicable federal and provincial regulations governing financial advisory services, including requirements related to client disclosure, confidentiality, and professional conduct.
Liability Disclaimer
Content Liability
The content on this website is provided for informational and educational purposes. While we make every effort to ensure accuracy and currency of information, we cannot guarantee that all content is completely error-free or always up-to-date.
Financial markets and regulations change frequently, and information that was accurate at the time of publication may become outdated. Users should verify critical information before making financial decisions. We accept no liability for decisions made based solely on website content without professional consultation.
External Links Disclaimer
Our website may contain links to external websites operated by third parties. These links are provided for convenience and informational purposes only. We have no control over the content, accuracy, or availability of external sites.
We do not endorse or assume responsibility for content on linked websites. When you click external links, you leave our website and are subject to the privacy policies and terms of service of the destination site. We are not liable for any damages or losses arising from your use of external websites.
Accuracy and Completeness
We strive to provide accurate and complete information but cannot guarantee absolute accuracy or completeness of all content. Information on this website should not be considered comprehensive financial advice. Users should consult with qualified professionals regarding their specific circumstances before making financial decisions.
Limitation of Liability
To the fullest extent permitted by law, Vertex Advisors shall not be liable for any direct, indirect, incidental, consequential, or special damages arising from the use of this website or reliance on its content. This includes but is not limited to financial losses, business interruption, or loss of data.
Copyright and Intellectual Property
Copyright Notice
All content on this website, including text, graphics, logos, images, and software, is the property of Vertex Advisors or its content suppliers and is protected by Canadian and international copyright laws.
© 2025 Vertex Advisors. All rights reserved. Unauthorized reproduction, distribution, or transmission of any content from this website is strictly prohibited without prior written permission.
Trademark Information
Vertex Advisors and our logo are trademarks of Vertex Advisors. All other trademarks, service marks, and trade names referenced on this site are the property of their respective owners. Use of any trademark without express written permission is prohibited.
Permitted Use
You may view, download, and print content from this website for personal, non-commercial use only. Any commercial use, reproduction, distribution, or modification of website content requires explicit written authorization from Vertex Advisors.
Dispute Resolution and Governing Law
Any disputes arising from or relating to the use of this website or our services shall be governed by the laws of the Province of Ontario and the federal laws of Canada applicable therein.
Users agree that any legal action or proceeding shall be brought exclusively in the courts located in Toronto, Ontario, and consent to the personal jurisdiction of such courts. We encourage users to contact us directly to resolve any concerns or disputes before pursuing formal legal action.
Privacy and Data Protection
We are committed to protecting your privacy and handling your personal data responsibly. Our data collection and processing practices comply with applicable Canadian privacy legislation.
For detailed information about how we collect, use, and protect your personal information, please review our Privacy Policy. For information about cookies and tracking technologies, see our Cookie Policy.
Questions About Legal Information
If you have questions about the legal information provided on this page, copyright matters, or other legal concerns, please contact us:
Email: [email protected]
Phone: +1 (416) 782-5493
Mail: 77 King Street West, Toronto, ON M5K 1A1
Contact Form: Visit our contact page