We’ve confirmed your meeting request to .
November 30 at 12:34am
A casual, no-cost, no-obligation meeting to get to know each other. We will ask questions about your current financial situation and discuss your financial goals, ensuring we understand them and how we can assist. You’re encouraged to ask any questions you may have about the planning process, our services, and the working relationship.
Be sure to bring any relevant financial documents and/or statements.
Please note that for in-person appointments we have underground parking available. The entrance is located around the corner off of Isleville street.
We’re reviewing your details to pair you with the most suitable advisor. In the unlikely event there is no availability for your requested day/time we’ll be in touch to reschedule at a date that works for everyone.