Contact for Further Information

I’ll personally review your message and reach out within 1-2 business days to schedule a time to talk that works for both of us. You’ll receive both an email and a phone call to confirm the appointment.

Yes! The 30-minute consultation is completely free with no obligations. It’s an opportunity for us to discuss your financial situation and goals, and see if we’re a good fit to work together.

There’s no need for extensive preparation. Having a general understanding of your financial goals, concerns, and any specific questions you’d like addressed will help make our conversation more productive.

Absolutely! I offer flexible meeting options including phone calls, video conferences, or in-person meetings at my Halifax office, depending on your preference and location.