Accessibility Statement

Centerpointe Financials is committed to providing an inclusive and accessible experience for our clients, prospective clients, employees, partners and members of the public.

We believe people should be able to access financial information, communicate with our team and use our services in a way that respects their dignity, independence and individual accessibility needs.

We are working to identify, prevent and remove accessibility barriers across our website, communications and customer-service practices.

Centerpointe Financials works to meet the accessibility requirements applicable to our organization under the Accessibility for Ontarians with Disabilities Act, 2005, commonly known as the AODA, and its associated regulations.

For our website and digital content, we aim to follow recognized accessibility practices informed by the Web Content Accessibility Guidelines, commonly known as WCAG.

Our current accessibility target is WCAG 2.1 Level AA, where reasonably practicable and within the parts of the website and digital services we control.

This statement should not be interpreted as a claim that every page, document, feature or third-party service currently conforms fully with every WCAG success criterion. Accessibility is an ongoing process, and we continue to assess and improve our digital services.

When designing, developing and updating the Website, we aim to support accessibility through practices such as:

Some accessibility features may depend on the user’s browser, device, operating system, assistive technology or settings.

The Website is intended to support common browsers, devices and assistive technologies.

Users may be able to customize their experience by:

Because technology combinations vary, we cannot guarantee that every browser, device or assistive-technology combination will provide the same experience.

If you cannot access particular information or complete a task, please contact us so we can work with you to find an alternative.

Information and communication supports are available upon request.

Depending on your needs and the nature of the information, accessible formats or communication supports may include:

We will consult with the person making the request to determine an appropriate format or support.

Accessible formats and communication supports will be provided in a timely manner and at no additional cost beyond any regular charge that would otherwise apply.

If a requested format cannot be provided because it is not technically feasible or the information cannot be converted, we will explain the limitation and work with the individual to provide an appropriate summary or alternative.

Centerpointe Financials welcomes clients and visitors with disabilities.

We aim to communicate in ways that take individual accessibility needs into account.

Where applicable, clients and visitors may use:

If a disability-related accommodation is required for an appointment, meeting, event, webinar or other service, please let us know when booking or as soon as reasonably possible.

We will work with you to determine an appropriate accommodation based on your needs and the nature of the service.

When arranging an appointment, you may request an accessibility accommodation.

Available arrangements may include, where practicable:

If you attend with a support person, we may need your consent before discussing personal, financial, medical or confidential information in that person’s presence.

Our Website may contain:

We aim to make these tools understandable and usable with keyboard navigation and common assistive technologies.

If you experience difficulty using a form, calculator or assessment, you may contact us to request assistance or an alternative way to provide the required information.

Interactive tools provide general educational information and do not replace personalized financial, investment, insurance, legal, tax or accounting advice.

Some documents available through the Website may be provided in PDF, Microsoft Office or another downloadable format.

We aim to improve the accessibility of documents that we create and control.

If you experience difficulty accessing a document, contact us and identify:

We will work with you to provide an accessible version or a suitable alternative where reasonably possible.

Where Centerpointe creates and controls video or audio content, we aim to provide appropriate accessibility support, which may include:

For webinars, seminars and community events, accessibility options may vary depending on the venue, platform and event format.

Please contact us in advance if you require an accommodation. We will work with you and, where applicable, the venue or technology provider to determine available options.

The Website may link to or use third-party services, including:

Centerpointe may not control the accessibility, functionality or content of these third-party services.

We encourage third-party providers to offer accessible experiences. If a third-party service creates a barrier, contact us and we will try to provide the information or service through an alternative method where reasonably possible.

Despite our efforts, some areas of the Website may not yet provide an optimal experience for every user.

Potential limitations may include:

This list should be updated after each formal accessibility review.

If you encounter a limitation not listed here, please tell us so we can investigate it.

We welcome feedback about the accessibility of our Website, communications, facilities and services.

When reporting a barrier, please provide as much of the following information as you are comfortable sharing:

You are not required to disclose a diagnosis or provide unnecessary medical information to report an accessibility concern.

When we receive accessibility feedback, we will:

More complex technical issues may require additional time. If we cannot resolve an issue within the initial response period, we will provide an update where possible.

Feedback will be handled respectfully and in accordance with our Privacy Policy.

To request an accessible format, communication support or accommodation, or to report an accessibility barrier, contact:

Accessibility Contact

Centerpointe Financial Center Inc.

Carrying on business as Centerpointe Financials

Attention: Accessibility Contact

Email: info@centerpointefinancials.com

Telephone: (613) 400-2952

Mailing address: 84 Centrepointe Drive, Ottawa, Ontario K2G 6B1

If telephone or email is not accessible for you, you may ask another person to contact us on your behalf or use another contact method listed on our Contact page.

This Accessibility Statement and other publicly available accessibility information can be provided in an accessible format upon request.

We will consult with you to determine a suitable format or communication support.

Centerpointe Financials views accessibility as an ongoing responsibility.

Our accessibility activities may include:

We will update this statement as our Website, services and accessibility practices evolve.

For more information, please review the related policies and contact options below.

This statement describes Centerpointe Financials’s accessibility commitments and current improvement approach. It is not legal advice and does not replace the requirements of applicable accessibility or human-rights legislation.

If there is a difference between this statement and an applicable legal requirement, the applicable legislation and regulation will govern.