Contact
Thirty minutes, free, numbers only. Your situation, our method, and whether we fit — no products pitched. Complex files quote a planning fee up front.
The calendar shows real availability. Choose in-person (Richmond Hill or Aurora) or a video call.
647-951-1588 · partners@wealthi.ca
Weekdays 9–6 ET. If I'm with a client, I return calls the same business day.
9140 Leslie St, Richmond Hill, ON
Minutes from Hwy 404/407 — serving Richmond Hill, Markham, and the GTA.
16 Industrial Pkwy S, Aurora, ON
Serving Aurora, Newmarket and York Region. Clients in BC and Alberta are served virtually.
Before you book
Bring last year's tax return (corporate and personal if you're incorporated) — or don't; we can start from estimates. Your accountant is welcome at the table. If you'd rather test the water first, run your numbers in the Tax Lab — no email, no phone number.
Send a message
Tell us briefly what's on your mind — a policy question, a segregated funds question, a tax problem. One reply from a licensed advisor, in English or Chinese. No mailing lists, no follow-up calls you didn't ask for.