Mention who sent you. That is the whole process.
EverNorth does not accept unsolicited enquiries and does not run a public calendar. If a client, a colleague or a professional advisor has suggested you speak with Dave, that is the beginning.
dave@evernorthwealth.ca
(888) 810-3277
He will reply personally. If the fit is right, the first conversation is thirty minutes and requires no preparation from you. If it is not, he will say so plainly and, where he can, point you toward someone better suited.
Worth knowing
The work suits incorporated professionals and owners of operating businesses who hold roughly $2.5 million or more in investable assets, or retain $100,000 or more inside the corporation each year.
Below that, the structure this practice builds is more than most people need, and Dave will say so rather than sell you something smaller.
Please continue to use your usual scheduling link, or contact the office directly at (888) 810-3277.