Let's Talk About Your Portfolio
Whether you're just getting started or looking to refine your approach, we're here to discuss what matters most to you. Real conversations about real investments.
How to Reach Us
Our Office
1087 Hampton Cir
Saskatoon, SK S7R 1E9
Canada
Call Us Directly
Monday through Friday, 9 AM to 5 PM CST. Sometimes we're in meetings, but we'll get back to you the same day.
Email Anytime
We check this regularly and respond within 24 hours on business days. Use email if you want to share documents or detailed questions.
Drop By
Our office is open for in-person consultations. Coffee's usually fresh, and we prefer face-to-face conversations when schedules allow. Just call ahead so we can clear some time.
Send Us a Message
Fill out what's relevant. We'll get back to you within one business day, usually sooner. If your question is urgent, call instead.
When We're Available
Regular Hours
Monday to Friday, 9:00 AM to 5:00 PM CST. Occasionally we're out for client meetings, but someone's always monitoring messages.
Response Time
Most emails get answered within a few hours during business days. Phone calls returned same day. Weekends might wait until Monday morning.
Scheduled Consultations
We set aside blocks for in-depth discussions. These run 45 to 90 minutes depending on what you need. Book at least a week ahead if you can.
Questions People Usually Ask
What happens after I submit this form?
Someone from our team reviews it and responds within one business day. If you've asked something that needs a longer conversation, we'll suggest scheduling a call or meeting instead of going back and forth over email.
Do I need to prepare anything before contacting you?
Not really. If you have specific questions about your current investments, having account statements handy helps, but it's not required for initial contact. We can figure out what we need as we talk.
Can I visit your office without an appointment?
You can, but we might be tied up with other clients. A quick phone call beforehand saves you a wasted trip. We're happy to meet in person when both schedules align.
What if I'm not in Saskatoon?
Most of our work happens remotely anyway. Video calls, screen sharing, secure document exchange—distance doesn't limit what we can do together. We serve clients across Canada.
How quickly can we start working together?
That depends on your situation and our current client load. Simple monitoring setups might start within a week. More complex portfolio reviews could take two to three weeks to schedule properly. We'd rather do it right than rush things.