Let's Start a Conversation
Whether you're exploring long-term investment strategies or have questions about our educational approach, we're here to help. Real conversations lead to better financial decisions.
Get in Touch
Waterloo, ON N2T 2V4
Canada
9:00 AM - 5:00 PM EST
Send Us a Message
Tell us about your investment goals or questions. We typically respond within one business day.
When to Reach Out
Program Inquiries
Curious about our fall 2025 investment education programs? We're happy to discuss curriculum details, schedule options, and what makes our approach different.
General Questions
Have questions about long-term investing principles or our educational philosophy? We enjoy discussing market perspectives and learning approaches with anyone interested.
Partnership Opportunities
Interested in collaboration or have a proposal for educational partnerships? We're always open to conversations about advancing financial literacy in Canada.
What Happens Next?
We believe in thoughtful communication. When you reach out, you're not just filling out a form — you're starting a conversation about your financial education journey.
Our team reviews each message personally. We're not rushing you into anything, just genuinely interested in understanding how we might be helpful.
- We receive your message and review it within 24 hours
- A team member responds with relevant information or questions
- If needed, we schedule a brief phone conversation
- We provide honest guidance about whether our programs align with your goals
- You decide if you'd like to continue the conversation