Ready to take control of your financial future? Our certified financial planners are here to guide you through life's most important financial transitions.
Use the form below to reach us
We respond within 4 hours
Greater Toronto Area
Serving all 21 GTA municipalities
Monday - Friday: 8:00 AM - 6:00 PM
Saturday: 9:00 AM - 2:00 PM
Sunday: By appointment only
We'll schedule a free 30-minute consultation at your convenience
Our advisor will listen to your situation and goals
You'll receive personalized recommendations and next steps
No pressure, no obligation - just expert guidance
All consultations are completely confidential. We adhere to strict professional standards and will never share your information with third parties.
Tell us about your situation and we'll match you with the right financial planning specialist. All consultations are completely free and confidential.
While we specialize in the four major life transitions above, we're comprehensive financial planners who handle any situation involving money. Here are some other common situations we help with:
RRSP/TFSA optimization, pension planning
Portfolio construction, risk management
Income splitting, tax minimization
Lottery winnings, stock options, windfalls
RESP strategies, funding options
Life, disability, critical illness
Financial transition planning
If it involves finances, we can help
Not sure if we can help? Contact us anyway - we'll point you in the right direction.
Yes, absolutely. We offer a comprehensive 30-minute consultation at no cost to understand your situation and provide initial guidance.
While we specialize in the Greater Toronto Area, we can assist clients throughout Ontario via virtual consultations for certain services.
Most clients can be scheduled within 2-3 business days. For urgent situations, we offer same-day consultations when possible.
Just come as you are. While financial documents can be helpful, they're not required for the initial consultation. We'll guide you on what to gather for follow-ups.
Financial planning services are typically not covered by insurance, but many clients find our guidance saves them far more than our fees through better decisions.
Yes, we understand financial emergencies happen. We offer expedited consultations for time-sensitive decisions and urgent planning needs.