How it Works


1. Apply

Please complete the form for your priority 30-minute discovery call to see if working together is the right fit.

2. I’ll review your application

To save us both time, I’ll review your application to see how I can add value to your journey before hopping on a call.

3. I’ll send you a link to book your call

If it feels like a great match, I will send you a link to book straight into my calendar. If it’s not a fit, you’ll still hear from me and my recommendations, tips and possible referral to a colleague or partner who may be a better fit for what you’re looking for.

Application for Discovery Call provides financial education. The information on this site is for educational purposes only and may not be pertinent to your individual situation. Any decisions you make about money are your own. Please see a registered advisor if you want professional help with your finances.  Planning discussions are completed for residents of Canadian provinces outside of Quebec.

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