We're Here When You Need Us
Financial planning can be confusing, and sometimes you just need someone to talk to. Whether you're stuck on a question or ready to start planning, our team is available to help you figure things out.
Reach Out Anytime
How We Support Your Journey
Starting a financial plan means you'll have questions along the way. Some people need help understanding investment options. Others want to review their progress every few months. And sometimes, life changes and you need to adjust your plan completely. That's what we're here for.
Schedule a Session
Book a video call or come by our Lethbridge office to talk through whatever's on your mind. Most of our clients check in quarterly, but you can reach out whenever something comes up. We keep sessions relaxed and focused on your actual concerns rather than sticking to a rigid agenda.
Get Quick Answers
Not every question needs a full meeting. Email us about RRSP deadlines, tax implications, or how to adjust your contribution amounts. We typically respond within one business day with clear explanations and next steps you can take right away.
Meet the People Who'll Actually Help You
Our support isn't handled by a rotating call center. You'll work with the same advisors who know your situation and remember what you talked about last time. Lillian handles retirement planning questions. Bjorn specializes in investment strategy. And Kaira manages day-to-day account support. Between the three of them, you're covered.
Start a Conversation
Lillian Thwaite
Retirement Planning
Bjorn Vestergaard
Investment Strategy
Kaira Dempsey
Account Support