Discuss the next decision in your retirement, inheritance or another major financial transition. Start with a free introductory conversation with a financial planning specialist.
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
Share a brief summary of your decision and any deadline
A specialist reviews your request and contacts you within 24 hours
The free introductory conversation covers your priorities and whether further planning is a good fit
Any further scope and applicable costs are explained before you decide to continue
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.
Tell us about your decision and timing. A specialist will review your request and contact you to discuss the next step. There is no obligation to move investments.
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
Use a short summary to help us assess whether your request fits the available services.
The introductory conversation covers your priorities, broad financial picture and service fit. It does not include a complete financial plan, tax filing or legal opinion. Any further scope and applicable costs are explained before you decide to proceed.
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 specialist reviews your note and contacts you within 24 hours using the details you provide. That reply helps clarify the next step and, where appropriate, arrange a time to speak.
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 specialist can assess the timing. A request does not reserve an appointment or extend a pension, severance, tax or legal deadline.