Let's Talk About Your Financial Journey
Questions about investment strategies? Looking for guidance on your next financial step? We're here to listen and help you find clarity. Reach out however works best for you.
Send Us a Message
Tell us what's on your mind. Whether you're just starting to think about investing or ready to take specific action, we'd like to hear from you.
Visit Our Welland Office
535 Sutherland Ave, Welland, ON L3B 5A4, Canada
Located in the heart of Welland, our office is accessible and welcoming. While we handle most initial conversations by phone or email, in-person meetings can be arranged when it makes sense for your situation.
Common Questions Before Reaching Out
A few things that often come up. If your question isn't covered here, that's what the contact form is for.
What's the best way to start a conversation?
Email works great for detailed questions. Phone is better if you want to talk through something right away. Either way, we'll get back to you quickly.
Do I need to prepare anything before contacting you?
Not really. Just come with your questions or concerns. If you have specific financial documents you want to discuss, those can be helpful, but they're not required for an initial conversation.
How soon can we schedule a proper consultation?
Usually within a week, sometimes sooner depending on schedules. After your initial message, we'll find a time that works for both of us to dive deeper into your situation.
What if I'm not sure what I need yet?
That's perfectly normal. Many people reach out just to explore options. We can help you figure out what makes sense for your particular circumstances through a conversation.