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Terms of Service

Who we are
Diamond Willow Advisory Ltd (“Diamond Willow,” “we,” “us,” “our”) provides corporate advisory services that help companies access capital and navigate lender relationships.

Acceptance
By using our website or working with us, you agree to these Terms. If you are entering into an engagement on behalf of a company, you confirm you have authority to do so.

Our services
We provide advisory, preparation, and coordination services related to capital planning and lender outreach. We are not a lender and do not guarantee funding, specific terms, or timing.

Your responsibilities
You agree to provide accurate, complete, and timely information and to tell us if circumstances change. You are responsible for your use of any materials we provide.

Engagements and fees
Specific scopes, fees, and timing are set out in a separate written engagement. If these Terms conflict with an engagement letter signed by both parties, the engagement letter controls for that scope.

Confidentiality
Each party will keep non-public information it receives from the other party confidential and use it only to deliver or receive services, except where disclosure is required by law or allowed by the Disclosures section in our Privacy Policy.

No legal, tax, or accounting advice
Materials and discussions are for general guidance. You should obtain independent legal, tax, accounting, and technical advice before making decisions.

Intellectual property
We own our methods, templates, models, and content. Upon payment of applicable fees, we grant you a non-exclusive license to use deliverables we create for your internal business purposes.

Third parties
We may introduce you to lenders, advisors, and service providers. You choose whom to work with. We are not responsible for third-party services.

Limitation of liability
To the maximum extent permitted by law, Diamond Willow is not liable for indirect, incidental, special, consequential, exemplary, or punitive damages, or lost profits or revenues. Our total liability arising from or related to the services is limited to the fees you paid to us for the engagement that gave rise to the claim.

Indemnity
You agree to indemnify and hold Diamond Willow harmless from claims arising from your breach of these Terms or misuse of the services, except to the extent caused by our wilful misconduct or fraud.

Termination
Either party may end an engagement as set out in the engagement letter. Provisions that by their nature should survive termination will survive, including Confidentiality, Intellectual Property, Limitation of Liability, and Governing Law.

Governing law
These Terms are governed by the laws of Alberta and the federal laws of Canada applicable in Alberta. The courts of Alberta have exclusive jurisdiction.

Changes
We may update these Terms. If we make material changes, we will post the updated Terms with a new “Last updated” date. Continued use of the site or services after changes means you accept them.

Contact
Questions about these Terms: connect@diamondwillowadvisory.com

Last updated: November 19, 2025

Privacy Policy

Overview
Diamond Willow Advisory Ltd respects your privacy. This Policy explains what we collect, how we use it, and your choices. It applies to our website and our advisory services.

What we collect

  • Contact and identity details such as name, title, company, email, phone
  • Business and financial information you choose to share for assessments and planning
  • Engagement records such as proposals, scopes, models, and communications
  • Website and usage data such as cookies, analytics, and device information
  • Billing and payment details where applicable

How we collect it

  • Directly from you or your representatives
  • From partners and service providers at your request
  • From public sources and professional databases where appropriate
  • Automatically through our website via cookies and similar tools

How we use it

  • Provide, operate, and improve our advisory services
  • Assess capital options and prepare lender-ready materials at your direction
  • Communicate with you about scopes, timelines, and insights
  • Maintain security, prevent misuse, and meet legal or regulatory obligations
  • Run website analytics and occasional marketing or event updates (you can opt out)

Lawful basis and consent
We rely on your consent, our engagement with you, and our legitimate interests in providing and improving services. You can withdraw consent at any time, subject to legal or contractual limits.

Sharing and disclosures
We may share information:

  • With lenders and other advisors at your request or with your consent
  • With service providers who support our operations under confidentiality obligations
  • To comply with law, legal process, or to protect rights, safety, or security
  • In connection with a corporate change such as a merger or reorganization

We do not sell personal information.

International transfers
Your information may be stored or processed in Canada and other locations where our service providers operate. We take steps to protect it consistent with this Policy.

Security
We use administrative, technical, and physical safeguards appropriate to the sensitivity of the information. No system can be guaranteed secure, but we work to protect your data.

Retention
We keep information only as long as needed for the purposes outlined here, for our engagements, and to meet legal, accounting, or reporting requirements. Then we securely delete or anonymize it.

Your rights
Subject to applicable law, you may request access, correction, or deletion of your personal information, and you may object to or restrict certain processing. To exercise rights, contact: connect@diamondwillowadvisory.com

Cookies and analytics
We use cookies and similar technologies to operate the site and understand usage. You can adjust browser settings to limit cookies, which may affect site features.

Children
Our site and services are intended for business use and are not directed to children.

Changes to this Policy
We may update this Policy. We will post the new “Last updated” date, and material changes will be highlighted where practical.

Contact
Privacy questions or requests: connect@diamondwillowadvisory.com

Last updated: November 19, 2025