Book a free consultation

Ready to see if we’re a good fit? Here’s what’s next:

  1. Book a 30-Minute Meeting: Schedule with Simon Wong below to discuss your goals (he leads all initial calls).
  2. During the Meeting: We’ll go over your goals, answer any questions, and assess your financial needs.
  3. Planner Match: If you choose to proceed, we’ll pair you with the best planner for your situation.

With an MBA in Accounting, a CFP designation, and hundreds of successfully completed financial plans for Canadians, Simon brings deep expertise in tax and retirement planning. Schedule a Zoom call with Simon here: