Get a Second Opinion or Periodic Consultation
Many people looking after their own financial affairs have important questions from time to time and many others just want a second opinion about their progress. You have questions and you want to know what your options are.
We can provide unbiased, expert, independent advice on your all you financial needs.
Second Opinion service options to choose from:
- Have a meeting by telephone (toll free): $175 plus HST
- Have a meeting at our office: $250 plus HST
Please call before ordering. If you proceed we will send our Engagement Agreement that confirms the scope of the service being provided and receipt of your payment.
