One-on-one financial consultation via video call

Virtual Advisory Services

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

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Convenience

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

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Accessibility

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

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Expertise

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

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Fewer Follow-ups

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

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No Location Limits

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

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Secure Technology

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.

1

Schedule Your Meeting

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

2

Join Securely

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

3

Get Expert Advice

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

Technology Features

Screen Sharing

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

  • Portfolio reviews and analysis
  • Financial plan presentations
  • Document collaboration

Secure File Sharing

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

  • Bank statements and tax returns
  • Investment account statements
  • Insurance policies and wills

Docusign

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

  • Quick and easy to follow guidance
  • Instant application
  • Quick return of completed documents for you to keep on file
Virtual financial consultation via video call

Ready for Your Virtual Consultation?

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

Free Consultation