Get in Touch
We'd love to hear from you. Share your questions or tell us about your financial planning needs, and we'll respond promptly.
Send Us a Message
Contact Information
Office Location
77 King Street West
Toronto, ON M5K 1A1
Canada
Phone
+1 (416) 782-5493
Monday - Friday: 9:00 AM - 5:00 PM EST
What to Expect
Typical response time: Within one business day
Personalized response from our advisory team
Complimentary initial consultation offered when appropriate
Your information remains confidential
Frequently Asked Questions
What types of inquiries do you accept?
We welcome all questions related to financial planning, investment strategy, cryptocurrency portfolio management, financial modeling, pension optimization, and general inquiries about our services. Whether you're considering working with us or have specific questions about financial topics, we're here to help.
How long does it take to hear back?
We typically respond to all inquiries within one business day during normal business hours (Monday-Friday, 9 AM - 5 PM EST). Complex questions may require additional time for thorough research, but we'll acknowledge your message promptly and provide an expected timeframe for our detailed response.
Is there a consultation fee?
Initial consultations are complimentary. This gives us an opportunity to understand your needs and allows you to learn about our approach without any financial commitment. If we determine we're a good fit, we'll discuss our service agreements and fee structure during this consultation.
What information should I include in my message?
The more context you provide, the better we can address your specific situation. Consider including your general financial planning goals, any particular challenges you're facing, timeframes you're working with, and what specifically prompted you to reach out. However, avoid sharing sensitive financial details like account numbers or passwords in your initial message.
How do I know my information is secure?
We take your privacy seriously. All information submitted through our contact form is transmitted securely and handled in accordance with our Privacy Policy. We never share your contact information with third parties for marketing purposes. Your inquiries and any subsequent communications are kept strictly confidential.
Office Hours
Regular Hours
Time Zone
Eastern Standard Time (EST)
Messages received outside business hours will be responded to on the next business day. For urgent matters during business hours, please call our office directly.