Response Times
We aim to respond within 24 hours on weekdays. Messages received on weekends get attention first thing Monday morning. Complex questions might take a bit longer as we gather the right information.
Let's Talk About Your Investment Journey
Questions about portfolio strategies? Curious about getting started? Maybe you're somewhere in between. Either way, we're here and ready to listen.
Send Us a Message
Fill out the form below and someone from our team will get back to you shortly. We read every message personally.
What to Expect
After you submit your message, you'll get an automatic confirmation. Then someone from our team will review your inquiry and reach out with relevant information or next steps tailored to your situation.
We're Based in Nanaimo
Our office sits right on Nanaimo Parkway, which makes us accessible for anyone in the Vancouver Island region who prefers meeting face-to-face. That said, most of our client conversations happen remotely these days.
- Video consultations available for clients across Canada
- In-person meetings by appointment only
- Secure document exchange through our platform
- Phone support during regular business hours
Before You Contact Us
A few things that help us give you better, faster answers. If you're asking about specific investment products, having your current situation details ready makes the conversation more productive.
- Know roughly what you're looking to accomplish
- Have any relevant account numbers handy
- Think about your timeline and comfort with different approaches
- List out questions in order of priority