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Ready to start your investment journey? Contact our team of experienced advisors for personalized guidance.

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Contact Information

Phone

+1 416-330-5214

Monday - Friday, 9:00 AM - 5:00 PM EST
Email

[email protected]

We respond within 24 hours
Office

100 King Street West, Suite 5700
Toronto, ON M5X 1C7
Canada

By appointment only

Office Hours

Monday - Friday 9:00 AM - 5:00 PM
Saturday By Appointment
Sunday Closed

Urgent Matters

For urgent client matters outside business hours, existing clients can reach us at:

+1 416-330-5214

Emergency line for existing clients only

Visit Our Office

Located in the heart of Toronto's Financial District

100 King Street West, Suite 5700
Toronto, ON M5X 1C7, Canada
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Frequently Asked Questions

Common questions about getting started with our services

We typically can schedule initial consultations within 2-3 business days. For urgent matters, we may be able to accommodate same-day or next-day appointments.

Yes, we offer a complimentary 30-minute initial consultation to discuss your financial goals and how our services might help you achieve them.

Absolutely. We offer secure video consultations for clients who prefer remote meetings or are located outside the Greater Toronto Area.

Please bring recent statements from your investment accounts, information about your employment and income, a list of your financial goals, and any questions you have about investing.

We work with clients at various stages of their investment journey. Our services are designed to be accessible regardless of your current portfolio size. We'll discuss what works best for your situation during our consultation.

Ready to Take Control of Your Financial Future?

Don't wait to start building the financial foundation you deserve. Our experienced team is here to guide you every step of the way.

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