Your Free 30-Minute Retirement Discovery Call is Booked

A calendar invitation with your meeting details has been sent to your email.

Here’s what happens next — and how to get the most value from your call:

✔ Calendar InviteYou’ll receive a calendar invitation by email with the date, time, time zone, and meeting link.✔ Video Meeting DetailsThe call will be held via secure video conference. Your meeting link is included in the calendar invitation.✔ Optional Preparation (Not Required)If helpful, you may want to think about:
• Your expected retirement timing
• Your main income sources
• Any questions you’d like answered
(No documents required — this is simply a conversation.)

Advice-only financial planning. No product sales. No investment management.
All services provided virtually across Canada. Plans delivered digitally.