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Refund Policy

Effective Date: May 2026

1. Overview

This Refund Policy describes how Oakwell Partners Inc. (OCN: 1001519186), operating as Oakwell Partners (“we,” “us,” or “our”), handles fees, refunds, and cancellations for our administrative and advocacy services. This policy forms part of our Terms of Service and applies to all clients who engage Oakwell Partners.

2. Initial Consultation

Your initial consultation with Oakwell Partners is provided free of charge. No fees are collected during this stage and no payment information is requested. You are under no obligation to proceed after the consultation.

3. Engagement Fees

If you choose to engage Oakwell Partners after your consultation, the fees applicable to your case will be set out in writing in your engagement agreement before any payment is collected. The engagement agreement describes the scope of services, the fee amount, the payment schedule, and the milestones that govern delivery.

Payment is collected only after you have reviewed and signed the engagement agreement.

4. Cooling-Off Period

You may cancel your engagement with Oakwell Partners within ten (10) calendar days of signing the engagement agreement and receive a full refund of any fees paid, provided that substantive case work has not yet commenced. Substantive case work includes formal evidence review, document preparation, demand letter drafting, or communications with counterparties on your behalf.

To exercise your cooling-off right, contact us by email at hello@oakwellpartners.ca or by phone at (905) 257-9696 within the ten-day window. Refunds processed under this section are issued within ten (10) business days to the original method of payment.

5. Refunds After Case Work Has Commenced

Once substantive case work has commenced, fees become non-refundable to the extent that services have been performed. This is because our fees compensate us for the work we do on your case — evidence gathering, document preparation, negotiation, and agency representation — and not for any specific outcome.

If you choose to terminate your engagement after substantive case work has commenced, we will provide you with a written summary of the work completed to date. Any unearned portion of pre-paid fees, where applicable, will be refunded to the original method of payment within ten (10) business days.

6. No Guarantee of Outcome

Each contract dispute is unique and outcomes depend on the specific facts and legal circumstances of each case. Fees paid to Oakwell Partners compensate us for the services we provide on your behalf and are not contingent on any specific resolution. We do not offer refunds based on the outcome of your matter, including in circumstances where a settlement is less favourable than anticipated or where formal proceedings are unsuccessful.

7. Third-Party Costs and Disbursements

Certain matters involve third-party costs and disbursements — including court filing fees, parcel-register search fees, and fees charged by independent licensed legal representatives. These amounts are paid directly to the third-party service provider and are not refundable by Oakwell Partners once incurred. Your engagement agreement will identify any anticipated third-party costs before they are paid.

8. Chargebacks

If you believe a fee has been charged in error, we ask that you contact us directly before initiating a chargeback with your financial institution. Most billing concerns can be resolved promptly through direct communication. Chargebacks initiated without first contacting us may result in suspension of services pending resolution.

9. Dispute Resolution

If you have a concern about a fee or refund, please contact us in writing at the address below. We will acknowledge your concern within five (5) business days and work with you in good faith to resolve it. Where a resolution cannot be reached directly, the dispute may be referred to the courts of the Province of Ontario in accordance with our Terms of Service.

10. Changes to This Policy

We may update this Refund Policy from time to time. Updates will be posted on this page with a revised effective date. Changes do not affect engagements already in progress, which continue to be governed by the policy in effect at the time of signing.

11. Contact Us

If you have questions about this Refund Policy or wish to request a refund, please contact us:

Email: hello@oakwellpartners.ca

Phone: (905) 257-9696

Address: Suite 200, 55 Village Centre Place, Mississauga, ON L4Z 1V9