Book a free consultation
Ready to see if we’re a good fit? Here’s what’s next:
- Book a 30-Minute Meeting: Schedule with Simon Wong below to discuss your goals (he leads all initial calls).
- During the Meeting: We’ll go over your goals, answer any questions, and assess your financial needs.
- 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: