Thanks for Scheduling your Appointment!


Confirmation of the date, time and location will be emailed to you momentarily.  You will also receive a reminder 24 hours prior to our appointment.


What you can expect:

  • Getting to know each other
  • Answering your questions
  • Discussing special offers available
  • Reviewing personalized recommendations


Information that may be useful during our conversation:

  • Total monthly spending
  • Line of credit balance
  • Savings
  • Banking information or void cheque


During our conversation, confidential personal information may be disclosed.  To read our privacy agreement, please click here.