We are here to answer your questions and help you get started
Whether you have questions about our services or want to discuss your specific situation, we welcome the opportunity to connect. Reach out through any of the channels below.
350 Bay Street, Suite 800
Toronto, ON M5H 2S6
Canada
Monday to Friday: 9:00 AM - 6:00 PM EST
Saturday: 10:00 AM - 2:00 PM EST
Sunday: Closed
We strive to respond to all inquiries within one business day. For urgent matters, please indicate this in your message subject line.
Initial consultations are typically scheduled within one week of request, though this may vary based on current availability.
Most initial consultations last between 45 minutes and one hour. This gives us enough time to understand your situation and discuss potential approaches.
Yes, all our services are available virtually. We use secure video conferencing and screen sharing to conduct sessions with clients across Canada.
Having access to recent bank statements and bills is helpful but not required. We can guide you through gathering relevant information during our initial conversation.
Yes, we have team members who provide services in both English and French. Please indicate your language preference when booking.
We understand that discussing finances requires trust. All information shared with us is treated with strict confidentiality. We do not share client data with third parties, and our systems are protected by industry-standard security measures.
For more details on how we handle your information, please review our Privacy Policy.
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Book a service or request more information through our services page.
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