Get In Touch
Ready to take control of your financial future? We’re here to help.
Schedule a consultation or reach out with any questions.
Contact Information
- Phone
(604) 123-4567
Monday – Friday: 9:00 AM – 6:00 PM
- Office Location
123 Financial District
Vancouver, BC V6C 2X6
By appointment only
- Schedule a Meeting
Free 30-minute consultation
Available in-person or virtually
Visit Our Office
Located in the heart of Vancouver’s Financial District, we are easily accessible by public transportation.
Frequently Asked Questions
Common questions about our services and how we can help you.
What is the minimum investment to work with you?
We work with clients at various wealth levels. Our minimum investment varies depending on the services you need. During your consultation, we’ll discuss your situation and determine the best approach for your needs.
How do you charge for your services?
We offer transparent, fee-based pricing. Our fees are typically based on assets under management, but we also offer project-based and hourly consulting options. We’ll discuss all fees upfront during your consultation.
Do you offer virtual meetings?
Yes, we offer both in-person and virtual meetings to accommodate your preferences and schedule. Many of our clients prefer the convenience of virtual meetings, especially for regular check-ins.
How often will we meet to review my financial plan?
We typically schedule quarterly reviews, but the frequency can be adjusted based on your needs and preferences. We’re also available for ad-hoc meetings when major life events or market changes occur.