Virtual Advisory Services

Get professional financial advice from the comfort of your own home with our comprehensive virtual consultation services.

Meet with your advisor from anywhere - your home, office, or while traveling. No commute required.

Access our services regardless of your location. Perfect for busy professionals and remote workers.

Same high-quality financial advice and planning services, delivered through secure video technology.

Efficient virtual meetings mean less back-and-forth and more focused, productive sessions.

Work with our advisors regardless of where you are located in Canada or internationally.

All virtual meetings use encrypted, secure platforms to protect your privacy and information.

How Virtual Advisory Works

Our virtual advisory process is designed to be seamless, secure, and just as effective as in-person meetings.

Book a convenient time that works for your schedule. We'll send you a secure meeting link.

Click the link at your scheduled time to join the encrypted video meeting with your advisor.

Receive the same high-quality financial planning and advice you'd get in our office.

Share documents, presentations, and financial reports in real-time during your consultation.

Safely share sensitive financial documents through our encrypted file sharing system.

Securely and confidentially e-sign forms from the comfort of your home or office.

Experience the convenience of virtual financial advisory services without compromising on quality or security.