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Meet with a wealth management professional


Due to COVID-19, in-person meeting is currently unavailable but we would be happy to assist you over the phone.

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It's like getting together with a trusted friend. (Who just happens to know a lot about helping you with your financial future)

When you meet with one of our wealth management professionals, you can look forward to a financial heart-to-heart that will leave you feeling empowered and on-track. Not unlike a great chat with a good friend - who happens to know a lot about investing. In order for us to be well prepared for our first meeting, please take a moment to answer the following, or if you prefer, give us a call at 604-829-5560. We're around Monday-Friday 9 am to 5 pm and Saturday 9 am to 3 pm.

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