Let's Talk
Whether you have questions or want to schedule a consultation, I'm here to help.
What to Expect
Here's how we'll work together to build your financial plan
Book Your Consultation
Choose a time that works for you. We can meet virtually or in-person in Ontario.
Initial Conversation
We'll discuss your current situation, goals, and concerns. No sales pitch—just listening.
Personalized Plan
I'll create a clear, actionable plan tailored to your specific needs and circumstances.
Ongoing Partnership
Your life changes, and so should your plan. I'm here to adjust and guide you along the way.
First consultation is complimentary. It's a chance for us to get to know each other with no obligation. If we're a good fit, great. If not, that's okay too.
Schedule a formal consultation to discuss your financial goals
Get in Touch
Ontario, Canada
Monday-Friday, 9:00 AM - 5:00 PM EST
I typically respond within 24 hours
Frequently Asked Questions
Got questions? Here are answers to the most common ones
The initial consultation is completely free with no obligation. If we decide to work together, I'll explain my fee structure clearly—it depends on the services you need. There are no hidden costs, and you'll always know what you're paying for.
Still have questions? Send me an email or give me a call at +1 226-975-1978