Let's Talk About Your Family's Financial Future
Questions about building generational wealth? We're here to help you explore investment strategies that work for your family. Reach out and let's start a conversation.
Get In Touch
Address
21 Rue Prieur
Les Coteaux, QC J7X 1L5
Canada
Phone
Send Us a Message
Fill out the form below and we'll get back to you within one business day. We're genuinely interested in understanding your family's unique financial situation.
Office Hours
Common Questions
How quickly will I hear back from you?
We respond to all inquiries within one business day. If you reach out on Friday afternoon or over the weekend, you'll hear from us by Tuesday morning at the latest.
Can I schedule a video consultation?
Absolutely. Many families prefer video calls, especially for initial conversations about their financial goals. Just mention your preference in the message form and we'll coordinate timing.
What should I prepare before reaching out?
Nothing formal needed. Just come with your questions and a general sense of what you're hoping to accomplish. We'll guide the conversation from there and help you think through your options.
Do you offer in-person meetings?
Yes, we have office space in Les Coteaux for face-to-face meetings. We find that some topics are easier to discuss in person, particularly when multiple family members want to be involved in the conversation.