Tell us a little about your situation and a Certified Financial Planner will call you, usually within two business days, for a short, no-cost conversation about where you stand and how they can help you.
General enquiries. For anything about your own situation, please use the consultation form.
Ontario
Investment and pension-transfer services for Ontario residents
Monday - Friday: 8:00 AM - 6:00 PM
A Certified Financial Planner will call you, usually within two business days. No cost, no obligation. The call is a short conversation about where you stand and how they can help you.
Share a brief summary of your decision and any deadline
A Certified Financial Planner will call you, usually within two business days.
The short, no-cost conversation covers where you stand and how a Certified Financial Planner can help you.
If it is a fit, you can arrange a virtual or in-person meeting during the call. No obligation.
We use your details to respond through our consultation process and service providers. Please leave account numbers, your SIN and financial documents out of this form. See our privacy policy.
A financial transition can raise several connected questions. Tell us which decisions matter most; the introductory conversation helps establish the planning scope and where other professionals may be needed.
Account overview, costs and service needs
Portfolio construction, risk management
Tax questions that affect your financial plan
Lottery winnings, stock options, windfalls
RESP strategies, funding options
Protection needs within your financial plan
Financial transition planning
Cash flow, investments and retirement after separation
Share a short summary of your situation so the conversation can focus on where you stand and how a Certified Financial Planner can help you.
The short, no-cost conversation covers where you stand and how a Certified Financial Planner can help you. It does not include a complete financial plan, tax filing or legal opinion. If it is a fit, you can arrange a virtual or in-person meeting during the call. No obligation.
Investment and pension-transfer services are available to Ontario residents, including outside the GTA. If you live elsewhere, we can review your request and respond with relevant information and resources.
A Certified Financial Planner will call you, usually within two business days. No cost, no obligation. If it is a fit, you can arrange a virtual or in-person meeting during the call.
Start with the decision you face, your timing and an approximate amount if you are comfortable sharing it. The amount and availability questions are optional. Please do not send account numbers, your SIN, tax documents or detailed financial statements through this form.
Our focus is Ontario households with $250,000 or more in investments or an upcoming amount to plan for, particularly around retirement or inheritance. This is a planning focus, not an account minimum. The introductory conversation does not commit you to transferring or investing money.
Include the date and the decision involved in your short summary so the planner can assess the timing. A request does not reserve an appointment or extend a pension, severance, tax or legal deadline.