What the call is like
A Certified Financial Planner will call you, usually within two business days. No cost, no obligation.
Who calls and how
The planner phones the number you gave on the form; that is why the form asks for a phone number.
The call is a short, no-cost, two-way conversation about 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.
What to share and have handy
Start with the decision you face, your timing and an approximate amount if you are comfortable sharing it.
Suggestions for what to have handy: the date of any deadline or payout, and rough amounts.
Please do not send account numbers, your SIN, tax documents or detailed financial statements through the form.
Cost
What can happen next
The introductory conversation does not commit you to transferring or investing money. A useful outcome can be keeping your pension as it is, or a suggestion to speak with a lawyer or an accountant first.
If it is a fit, you can arrange a virtual or in-person meeting during the call.
A request does not reserve an appointment or extend a pension, severance, tax or legal deadline.
What happens to your details
We use your details to respond through our consultation process and service providers. We do not sell, trade, or rent your personal information to third parties.
We may share information only:
- With your explicit consent
- To comply with legal obligations
- To protect our rights and safety
- With trusted service providers who assist in our operations
You have the right to access your personal information, correct inaccurate information and request deletion of your information.
See our privacy policy and terms of service.
This page is general information, not personal advice.