Let's figure this out together
Got a question? Want to learn more about how we help people set and reach their financial goals? Drop us a line. We're here, and we actually read every message that comes through.
Our Office
33 Bloor St E 2nd fl
Toronto, ON M4W 3H1
Canada
Send Us a Message
Tell us what's on your mind. The more details you share, the better we can help.
Questions People Usually Ask
We aim to reply to all emails within one business day. If you reach out over the weekend, you'll hear from us first thing Monday morning. Phone calls during business hours get answered right away by our team.
Absolutely. When you send us a message, just mention you'd like to set up a call and include your preferred time windows. We'll coordinate a time that works for both of us and send you a confirmation.
Anything related to financial goal setting, our masterclass format, enrollment details, or how our approach might fit your situation. If you're not sure where to start with your financial planning, that's a great question too.
Yes, and we encourage it. Part of our philosophy is making sure you have a clear picture of what you're signing up for. Call us or request a consultation through the form above, and we'll walk through everything with you.
We do. Once you've gone through a program, you can still reach out with questions as you apply what you've learned. We're invested in your long-term success, not just getting you through the course material.
Still deciding? Let's talk it through
Sometimes the best way to figure out if something's right for you is just to have a conversation. No pressure, no sales pitch—just an honest discussion about where you are and where you want to go.