Let's Talk About Your Investment Journey

Questions about planning your calendar or need help with your investment tracking? We're here to chat. Drop us a line and we'll get back to you within one business day.

Reach Us Directly

Visit Our Office

832 Fairview Rd
Penticton, BC V2A 5Y8
Canada

Response Times

Email inquiries: Within 24 hours on weekdays

Phone support: Monday–Friday, 9 AM–5 PM PST

Weekend messages: Answered first thing Monday morning

Send Us a Message

Why Get in Touch?

Whether you're curious about how our investment calendars work, want to know more about upcoming learning programs, or just have a quick question — we're genuinely happy to hear from you. Real people read every message that comes through.

Investment planning workspace with calendar and financial documents

What Happens Next?

Once you hit send, your message lands directly in our inbox. We review every inquiry personally and aim to respond within one business day. If you're reaching out on a weekend, expect to hear from us by Monday afternoon. For urgent matters during business hours, calling us directly often gets you the fastest answer.