Regular Office Hours
Monday - Friday: 8:30 AM to 5:00 PM
To help keep our clients and staff healthy, we are continuing business as usual via e-mail, phone, video calling, postal mail and drop-offs from behind locked doors.
In-office meetings can be accommodated if your needs are time-sensitive. While you are here, we ask that you wear a mask over your mouth and nose at all times, use the hand sanitizer provided and refrain from using the washroom facilities, if possible. We will also be following health and safety protocols.
Did you know about our Client Portal?
It is a convenient online tool where you can do things like check your portfolio balance, upload and e-sign documents, and change personal information such as your postal and e-mail addresses. Call us for instructions on how to set up your portal access.
Please call 519-396-PLAN (7526) or e-mail firstname.lastname@example.org.
Last updated 2:00 PM on April 19th, 2021