WealthOrbit

Disclosures

What this site is, what it is not, and what you should assume about everything on it.

Education only

Everything published on this site is educational. It is not investment advice, not tax advice, and not legal advice. Nothing here is a recommendation to buy, sell or hold any security.

WealthOrbit is not registered to provide securities advice. If you need advice about your own circumstances, speak to someone licensed to give it.

Options carry risk

Options are not suitable for every investor. It is possible to lose the entire amount committed to a position, and in some structures more than that. Before trading options you should understand the risks and consider whether they are appropriate for you.

The course states plainly and repeatedly that profitability is not a learning outcome. Completing it does not make anyone a profitable trader.

Idea Intelligence

The ideas published on this site are a forward record of what our system generated. They are published before the outcome is known, they are never removed, and they are never edited after publication.

They are not recommendations. They are not personalised to anyone's circumstances, risk tolerance, account size or tax position.

Because only A+ graded ideas are published, the record cannot demonstrate that the grading predicts outcomes. There is no comparison group. A sample of this size cannot separate a real edge from a good run.

Data and figures

Market data is provided by third parties and may be delayed. Figures on the volatility table and growth calculator are derived from historical data and are provided as-is.

The growth calculator shows total return with dividends reinvested and assumes the position was never sold. It ignores tax and currency conversion, both of which matter for a Canadian holding US securities. Every name it lists survived; companies that failed do not appear, which flatters every result.

Past performance does not predict future results.

Tax content

The course includes a session on Canadian accounts and tax. It describes how the legislation is written, what a court has decided, and what the Canada Revenue Agency has published.

It is general information. It is not tax advice and it is not about your situation. Tax outcomes depend on facts specific to you. Speak to your own accountant.

Insurance

Insurance services are provided under an LLQP licence and are separate from the educational content on this site. Insurance products are not securities and the two activities are not connected.

Contact

wealthorbit9@gmail.com