Speak with your advisor anywhere in Canada
Don’t let your location limit your choices.
Our virtual advisory services mean you can access our advisors anywhere in Canada or—within reason—the world. With advisors in Kelowna and Toronto, we serve clients from coast to coast in every time zone.
Why go virtual?
Benefits of working with an independent advisory firm
Convenience
Get financial planning on your schedule. Rather than taking time off work to meet with an advisor, time zone differences and/or the elimination of a commute can make it easier to fit in appointments and consultations.
Expertise
With the ability to access support remotely, you can choose the best financial advisor for you based on your goals rather than a location on a map.
Smoother appointments, fewer follow ups
In the comfort of your own home or office, you’ll have easy access to any relevant documents and accounts you might need during your appointment.
How to get started
You don’t fit in a box, and neither should your financial plan. Our consultative process empowers you to make informed decisions and take action towards the life you want to live.