Get in Touch
Contact Us
We'd love to hear from you. Call, email, or request a short, no-obligation call and let's talk about what's next.
Call Us
Our Location
179 King Street East
2nd Floor
Oshawa, ON L1H 1C2
Hours of Operation
Mon – Fri: 9:00am – 5:00pm
Sat & Sun: Closed
Prefer to book online?
Pick a time that works for you and we'll meet you there.
Request a callWe reply with the next available slots.
“Found John prompt and very informative regarding options for investments. Best advisor I've had in 40 years.” — Doug M., Google reviewRead all reviews on Google
Before you book
What happens next?
We reply with the next 2–3 available meeting slots. Once you pick one, you’ll get a calendar invite and a short prep note so we can make the most of the time.
How long does it take?
Most first meetings are 20–30 minutes. We’ll ask a few questions, share what we see, and only move forward if it makes sense for you.
What should I bring?
Nothing is required. If you have a recent tax return, group benefits summary, or investment statement handy, it helps — but only if you want to share it.
Private Client Practice
We don't take every client. We take the right ones.
Our team is deliberately small, so our roster is deliberately limited. New families join by referral from an existing client — or by application to the waiting list.