Connect With Our Financial Planning Team

Whether you need guidance on investment strategies, retirement planning, or debt management, our experienced advisors are here to help you make informed financial decisions.

Get In Touch

Our Office
10195 Boulevard des Forges
Trois-Rivières, QC G9C 1B2
Canada
Phone Support
Support Hours
Monday - Friday
8:00 AM - 6:00 PM EST
Saturday
9:00 AM - 3:00 PM EST
Sunday
Closed
Video Calls
By Appointment

Send Us a Message

General Inquiry
Questions about our services
Account Support
Help with existing accounts
Consultation Request
Schedule a planning session
Low - General Question
Normal - Need Guidance
Urgent - Time Sensitive

Need Immediate Assistance?

For urgent financial matters or account emergencies outside regular business hours, please call our priority line at +1 (403) 357-7530 and leave a detailed message. We'll respond within 2 hours during weekdays or first thing Monday morning for weekend calls.