Together, we can go over your wealth goals and see if you’re on track to achieve them, find solutions to any particular issues you may have and discuss opportunities for growing your wealth. This is also a great opportunity to get answers to any other questions you may have regarding your portfolio and what to expect in the coming year.
To set up a call or virtual meeting with one of our advisors, please fill out the form or call 1-800-811-0527 (Montreal) or 1-800-456-0949 (Calgary) from Mon-Fri 9AM – 4PM EST.