Book an Appointment
Introductory Appointment
Duration: 1 hour | Complimentary
Our Introductory Appointment offers a comprehensive overview of our financial investment planning services. We'll take a personalized approach to understand your current situation, future goals, and how we can support you in building a secure financial plan.
Availability: Monday – Friday | 5:00 PM, 5:30 PM, or 6:00 PM
(GMT–03:00) Atlantic Time (Canada)
Wednesdays and Thursdays are Remote Appointment ONLY.
Follow-Up Appointment
Duration: 1 hour 30 minutes | Ongoing Consultation
Our Follow-Up Appointment is designed to keep you on track with your financial goals through in-depth, personalized consultations. We'll review your progress, update your plan as needed, and provide strategic guidance for your evolving needs.
Availability: Monday – Friday | 5:00 PM or 5:30 PM
(GMT–03:00) Atlantic Time (Canada)
Wednesdays and Thursdays are Remote Appointment ONLY.