What Should I Bring To A First Meeting?

Nothing. The first meeting is discovery, helping you define your goals and transition from general goals to more specific targets. Todd will also be honest about our ability to help with those goals, because he wants your success almost as much as you do.

As an independent Advisor, Todd isn’t out to sell any one product, or group of solutions. This first meeting is not a sales pitch. Neither are the other meetings. There is no fee to talk with Todd, and his advice is given without obligation.

Please Note:

This website is for general financial education only. All information is based on Canadian products and services, and meant for the education of Canadians. Information is accurate as of publication date, and is subject to change without notice. For advice specific to your situation, please contact us at 403.443.2110.