Book a 50 minute Consultation

You’re thinking of reaching out to discuss financial planning, but perhaps you’re not sure if we can help you with the specific things you need help with.  Maybe you’re curious about what  others things we may be able to help you with, that you’re not aware to ask.  Maybe you’re unsure about whether we would be a good fit.   When you book a 50 minute consult, we will get to know each other either by phone call or video call, you don't even have to visit our office!  You will get to ask all of your questions and address your concerns.   In return, we will get to learn about  you.

Protecting your privacy is important to us

Before we discuss anything, you will receive  a signed commitment to protect your privacy so you know that everything we discuss will remain completely confidential.  Together we can determine  whether working together will be beneficial for you. Sometimes it turns out that we aren’t a good fit for a number of different reasons, and that’s 100% okay.  Maybe it makes sense to re-connect when your circumstances have changed.   That’s what this  initial consultation is for.  

There is no signed contract

There is not contract signed ever, because it’s important that you always feel that you are free to walk away at any time.  We want our clients to stay with us because they are happy with  the work we do together, not because there is some piece of paper binding us together.

Don't live in Ottawa?  We can meet virtually

Are you thinking, “I’m so busy, I don’t  know if I have the time to meet."?  Or ,“I’d love to work with them, but we don’t live nearby.”?  What does  this all lead to?  Analysis-paralysis mode - you haven’t reached out because of these ‘What-ifs'!  As long as we can meet virtually in Ontario, we can work together!  We use a video meeting software called Zoom where we can meet virtually.  We can all be in separate places (ie no need to leave work!).  We can screen share, share controls  of each other screens, write on the screens, etc.  We conduct most of our Ottawa meetings this way,  as we live in a world now where travel time is a burden for most people.  It really feels like we are in the same room!

We guarantee your investment

Afraid the investment you make to build a plan will be a waste of money?  We promise there will only be an offer made to work together if we are very confident we can help you grow your wealth  in a short period of time.  Your money is a very important part of your life, and it’s important for you to have someone you trust the most to look after you for a while.   If we both agree that it makes sense to move forward, only then will an investment be made by you for building  a plan to accomplish your goals.   We guarantee that you will make your investment back in your increase in net worth or decrease in debt within the first 12 months of working together,  or your money back.  We are proud to say that we've kept that  guarantee with every one of our clients.

A goal without a plan is just a wish

So what are you waiting for? You can start 2020 on the right foot.   You have no more excuses to delay accomplishing your goals! You have complete confidentiality, and a free consultation  with no obligation.   You can get all of your questions answered and your concerns addressed, learn about how we can help, and determine whether we are a good fit.  You can do all of this and never have to leave your home or office so long as you are in Ontario.   What are you waiting for?  A goal without a plan is just a wish.