Schedule a meeting now with one of our Wealth Management Advisors
Welcome to our scheduling page. Please scroll down and click on your province of residence and then select your nearest branch from the dropdown. This will ensure we connect you with the appropriate advisor team page, where you will be able to schedule a meeting.
Not sure who to speak with? Are you a new prospect? Let us connect you with an advisor for an introductory call. Click here.
Westmount Branch – Meeting Scheduling Page
West Island Branch – Meeting Scheduling Page
South Shore Branch – Meeting Scheduling Page
Calgary Branch – Schedule a meeting
Kelowna Branch – Meeting Scheduling Page
Ottawa Branch – Meeting Scheduling Page