Thank You

Thank you for requesting a free consultation with

Congratulations! You’ve taken the first and most important step on the journey toward financial wellness. While we process your request for your free consultation at, this page will help you understand what happens next.

  1. Our team will take your request and match you with one of our accredited counsellors.

  2. A member of the team will contact you by email and/or phone to schedule your free consultation. Appointments can be in person, over the telephone or online – whatever works best for you.

  3. Depending on the service you’ve requested, you might need to assemble some information prior to your appointment. We’ll tell you what those documents are and how to find them if you don’t already have them.

  4. If you have any questions or concerns at all – no matter how small – make a list and don’t hesitate to discuss them with your counsellor. They are here to help!