Get in Touch
Whether you have questions about our services, want to discuss your specific situation, or simply need more information, we're here to help. Share some details below and we'll respond within 1-2 business days.
Response Time
We typically respond to all inquiries within 1-2 business days. If your matter is time-sensitive, please mention that in your message.
For urgent matters, you can call us directly during business hours.
What to Expect
After you submit this form, we'll review your inquiry and respond with next steps or answers to your questions.
There's no obligation to proceed beyond our initial conversation.
Frequently Asked Questions
Do you offer free consultations?
Our initial conversation is complimentary and helps us both determine if our services align with your needs. There's no pressure to proceed beyond this discussion.
How long does a typical analysis take?
Timeline varies by service. Portfolio Health Assessments typically take 2-3 weeks, while Financial Landscape Mapping requires about 4 weeks. We'll provide a specific timeline during our initial conversation.
What information will I need to provide?
This depends on the service you choose. Generally, we'll need documentation of your current financial position, which we'll discuss in detail before beginning any analysis.
Do you work with clients outside of Canada?
While we're based in Toronto, we work with clients in various locations. Reach out to discuss your specific situation and we'll let you know if we can assist.