To be an effective partner, we need to know you and your goals. It all starts with a conversation — about you, your family, your future and your goals in life.

The best way to get started is to simply phone us at 416-509-6503 or use our online form so we can arrange a virtual or in person meeting.

At our initial consultation, we'll discuss your financial goals and any concerns you may have. We will work closely with you to understand your current situation, show you how to set realistic goals and then work out the steps you need to take to achieve them.

This meeting is at our expense and there is no commitment on your part to proceed any further.

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Initial Consultation

  • Building a relationship of trust with your advisor is key to helping you achieve your financial goals and dreams.
  • Be prepared for your first meeting — and ask lots of questions. Don't worry about being too pushy or annoying. This is an important decision, and we will welcome the questions.
  • Expect a candid, casual conversation in your initial meeting — it's important to take the time to get to know each other.

Getting Ready.

Questions to think about in advance of the meeting.

If you haven't already, think about the priorities you have for your financial future. Come prepared to answer these questions:

  • What worries you when you think about finances?
  • Was there a recent event that caused you to consider seeking advice?
  • Are you saving for a child's or grandchild's education?
  • Are you getting the personal attention you need from your advisor?
  • Are you considering purchasing a new home?
  • Are there any possible health or external issues that may impact your finances?
  • What would you like to do when you retire?
  • How can you plan now to ensure your legacy is the one you envision?

It is a good idea to make up a list that contains the financial goals that you wish to have — just so you don’t forget anything during your meeting.

Ready to start the conversation?
Request your complimentary first appointment.

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