Terms & Conditions

About these terms

These Terms & Conditions apply to your use of the Clearview Strategy website and to any consulting services we provide. By using this site or engaging our services, you agree to them.

Each engagement is also governed by a separate written agreement setting out the specific scope, deliverables, milestones, fees, currency, and timelines for that project. Where that written agreement differs from these terms, the written agreement takes precedence for that engagement.

Services

Clearview Strategy provides business consulting services, including strategy and positioning, operations and process work, systems and data work, and ongoing advisory support. The specific services provided to you are those described in your written agreement.

We are consultants. We do not provide legal, accounting, tax, investment, insurance, or regulatory advice, and nothing on this site or in our deliverables should be treated as such. Where a matter calls for a licensed professional, we will say so and recommend you engage one.

Consults and scope

Every project begins with a consult. The consult is provided at no cost and creates no obligation on either side.

Following the consult, scope, deliverables, milestones, timelines, and fees are agreed in writing before any chargeable work begins. No work is carried out and no fee is payable on the basis of a verbal discussion alone.

Any change to agreed scope must be documented in writing and agreed by both parties before the changed work is carried out.

Milestones and approval

Work is delivered in defined milestones. Each milestone has a stated outcome or deliverable set out in the written agreement.

A milestone is considered complete when the deliverable has been provided, revised as reasonably needed to meet the agreed outcome, and approved by you. Approval is confirmed in writing, including by email.

Fees, invoicing and payment

Fees are set out in your written agreement. Unless that agreement states otherwise, all fees are quoted and payable in Canadian dollars (CAD).

• Invoices are issued only after a milestone is completed and approved, as described in Section 04.
• Invoices are payable within the period stated on the invoice. Where no period is stated, payment is due within fifteen (15) days of the invoice date.
• Payments are processed through Stripe and PayPal. Both are independent third-party processors with their own terms and privacy policies.
• We do not store your full card or bank details. Payment information is handled by the processor.
• Applicable taxes are added where required by law and shown separately on the invoice.
• Overdue invoices may attract interest at the rate stated in your written agreement, and we may pause further work until the account is settled.

Ongoing advisory retainers are billed monthly in accordance with the written agreement for that retainer, which sets out the billing date and notice period.

Revisions

Reasonable revisions required to bring a deliverable to the agreed outcome are included in the fee for that milestone. They are not billed as additional work.

Requests that go beyond the agreed outcome — new deliverables, a change of direction after approval, or additional scope — are treated as a change of scope under Section 03 and are quoted separately before any work is done.

Refunds and cancellation

Our refund position is straightforward and is applied consistently.

• If a project cannot be completed, you receive a pro rata refund for any milestone that has been paid for but not delivered.
• If work was carried out but a milestone was not reached, that milestone is not charged. Where it has already been paid, it is refunded.
• Milestones that have been delivered and approved are not refundable, as the work has been provided and accepted.
• Either party may end an engagement in writing. On termination, we invoice only for milestones already delivered and approved, and refund any paid amount attributable to undelivered milestones.
• Approved refunds are issued to the original payment method through the original processor, normally within ten (10) business days of the refund being agreed.

Refund requests should be sent to info@clearviewstrategy.ca. We aim to respond within five (5) business days.

Client responsibilities

Our work depends on the information and access you provide. You agree to supply accurate information, reasonable access to relevant staff, records, and systems, and timely responses to requests for approval or feedback.

Where delays are caused by outstanding information, access, or approvals, timelines shift accordingly and we are not responsible for the resulting delay.

Confidentiality

We treat non-public information you share with us as confidential and use it only to deliver the agreed services. We do not disclose it to third parties except where you have agreed, where a subcontractor bound by equivalent confidentiality obligations needs it to perform the work, or where disclosure is required by law.

We do not name clients or describe engagements publicly without written permission.

Intellectual property

On full payment of the fees for a milestone, you own the deliverables produced for you under that milestone — documents, process maps, procedures, reports, and models.

We retain ownership of our pre-existing materials, templates, methods, and general know-how, including anything developed before or outside your engagement. Where a deliverable incorporates such materials, you receive a perpetual, non-exclusive licence to use them as part of that deliverable within your business.

All content on this website, including text, layout, and graphics, is the property of Clearview Strategy unless otherwise indicated, and may not be reproduced without permission.

Privacy

Information submitted through the contact form on this site is used solely to respond to your enquiry and to deliver services you request. We do not sell personal information.

Form submissions are handled by a third-party form service, and payments by third-party processors, each of which processes data under its own terms. We handle personal information in accordance with applicable Canadian privacy legislation, including the Personal Information Protection and Electronic Documents Act (PIPEDA).

You may request access to, correction of, or deletion of the personal information we hold about you by writing to info@clearviewstrategy.ca.

No guarantee of results

We provide our services with reasonable professional skill and care. We do not guarantee any particular commercial result, revenue figure, cost saving, or business outcome, as these depend on factors outside our control — including your implementation, your market, and decisions made by others.

Any examples, estimates, or projections we provide are illustrative and are not a promise of performance.

Limitation of liability

To the fullest extent permitted by law, our total liability arising out of or in connection with an engagement is limited to the total fees actually paid by you to Clearview Strategy for that engagement.

We are not liable for indirect, incidental, special, or consequential loss, including lost profits, lost revenue, lost data, or business interruption.

Nothing in these terms excludes or limits liability that cannot lawfully be excluded or limited.

Third-party services

Where we recommend or help implement third-party software or services, those are supplied by the relevant vendor under the vendor's own terms. We are not responsible for the availability, pricing, performance, or continuation of third-party products.

Subscription and licence costs for third-party tools are payable by you directly to the vendor and are not included in our fees unless stated in your written agreement.

Website use

This website is provided for general information. While we take care to keep it accurate, we make no warranty that the content is complete or current, and it should not be relied on as advice for your specific situation.

You agree not to use this site unlawfully, to attempt to gain unauthorised access to it, or to interfere with its normal operation.

Changes to these terms

We may update these terms from time to time. The version in force is the one published on this page, and the date it was last updated is shown at the top.

Changes do not alter the terms of an engagement already agreed in writing. Those remain governed by the agreement in place when it was signed.

Governing law

These terms are governed by the laws of the Province of Ontario and the federal laws of Canada that apply in it. The courts of Ontario have jurisdiction over any dispute arising from them.

If any provision is found unenforceable, the remaining provisions continue in full effect.

Contact

Questions about these terms can be directed to:

Clearview Strategy
23 Newhouse Blvd, Caledon, ON L7C 4A2, Canada
Phone: 647 972 4257
Email: info@clearviewstrategy.ca