Book today for unbiased, accessible and affordable financial advice.
Not ready to book, or unsure of what financial session is best suited for your needs? Say hi at firstname.lastname@example.org. Please leave us your name and phone number along with your questions or comments!
Note: We are also available by Zoom and by phone, for those in other parts of Canada.
PLEASE NOTE: For the safety of our clients and community, all sessions are currently being conducted remotely on Skype or Zoom. We will review and update as we learn more of this rapidly changing situation.
Please select what type of service you’d like.
A $40 deposit is required to book an appointment. (There is no fee for Telephone Meetings.) We use PayPal as our payment processor. If you don't have an account, don't worry! You also have the option to pay by credit card or Visa Debit.
Once you've booked your appointment, you'll receive a calendar invitation for a 1-hour session. The 1-hour booking duration is only a calendar default setting. All sessions vary in length, so please ask how long your session will be.
Our planners are specialists, so your session will be booked with the planner that specializes in your needs. If you are a returning client and wish to see your previous planner, please let us know in your booking below!
Existing clients only: If you'd like to book an AD-HOC financial planning chat, please e-mail email@example.com.