Existing-client support and safe routing.

For current clients, phone comes first for urgent account actions, withdrawals, trades, sensitive records, review booking, tax-document questions, address changes, insurance questions, or general office support.

Office documents prepared for client support routing.
Call first for urgent or sensitive items. The public website should not be used for account instructions or sensitive records.

Choose the support route.

Existing clients should use phone or confirmed secure routes for urgent, account, or sensitive matters. Public notes are only for general office routing.

Online booking

Choose a time for a first call.

The booking page opens in a new tab so you can choose a time directly through Zoho Bookings.

Open booking page

Send a short note

Do not include account numbers, SINs, tax slips, passwords, trade instructions, or full financial records in this form.

Office locations and booking.

Call the main office, book a conversation, or use the location that fits your meeting path.

Stratford 207 Huron St, Stratford, ON N5A 5S9
London 380 Wellington St, 6th Floor, London, ON N6A 5B5
Oakville 1155 North Service Rd W, Oakville, ON L6M 3E3