Where conversations about your financial path begin
Starting out with investing can feel like learning a new language. We're here to answer questions, walk through ideas, and help you figure out what makes sense for where you are right now.
Three ways to start a dialogue
Newington, ON K0C 1Y0
Canada
Share what's on your mind
When you'll find us responsive
Email replies
Typically within 24 hours on weekdays. Weekend messages get attention Monday morning. Complex questions might need an extra day.
Phone availability
Tuesday through Friday, 10 AM to 4 PM Eastern. Mondays are for research and portfolio reviews, so we're offline then.
Meeting arrangements
Video consultations happen Wednesday and Thursday afternoons. We'll propose specific times after your initial inquiry comes through.
The Ontario office
14446 Hart Rd
Newington, ON K0C 1Y0
Canada
We work primarily through digital channels since most beginner investors prefer the convenience of remote guidance. In-person meetings happen occasionally but require advance scheduling due to our small team structure.