Book a Consultation

Complete our CLIENT PLANNER and we will be in touch to discuss our next steps on how we can be part of your team. Once received, our team will review and respond to you within 2-3 business days. Should you have any questions about the Client Planner, or any other general question, please do not hesitate to contact our office at 604-492-0111 or email us at info/at/ If you prefer to fill out a PDF version of our Client Planner, please click here.

Your Personal Contact Info


Your Spouses Contact Info

Previous Experience

You, Your Business & Your Investments

As a Professional Accountant, it is important that I understand you and your investments.


These quotes/statements have significant meaning to me. Understanding their meaning to you may promote a better relationship and communication.