On-demand
Financial Advisors.

Yes. Our matching service is completely free for you to use. You’ll be connected with a financial advisor at no cost, and they will prepare a personalized financial plan for you without any obligation to commitment.

We ask you a few quick questions about your goals, preferences, and location. Then we match you with a Canadian financial advisor whose expertise aligns with your needs, whether that’s retirement planning, investing, tax strategies, or something else.

All advisors we work with are regulated and licensed in your province, ensuring they meet all required Canadian standards. They bring outstanding experience in helping clients achieve their goals and have a deep understanding of Canadian financial products, regulations, and strategies. Our focus is on connecting you with seasoned professionals who can provide advice tailored to your unique situation.

No. There’s absolutely no obligation. You can use the plan as a starting point, continue the relationship, or explore other options. The choice is completely yours.

In most cases, your matched advisor will contact you within 24 hours of completing the quiz. Your personalized plan is typically ready within a few days after your initial conversation.