ready to book a consult with alisa?
Select the meeting that’s right for you.
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INTRODUCTORY CONSULATION - FREE
This no-obligation consultation is an opportunity to discuss your financial goals and see how we can work together. Whether you're looking for investment guidance, retirement planning, or general financial advice, this session will help me understand your needs and determine the best next steps. 30 MINS
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RDSP INFORMATION CALL - FREE
Free Consultation and Information session with Alisa to review and answer questions regarding the Registered Disability Savings Program. 30 MINS
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INSURANCE NEEDS ASSESSMENT - FREE
Meeting to help evaluate your current insurance coverage and identify any gaps based on your financial situation, family needs, and long-term goals. We’ll discuss life, disability, and critical illness insurance options to ensure you have the right protection in place. Whether you’re reviewing existing policies or exploring new coverage, this meeting will provide clarity and tailored recommendations. 45 MINS
Is my availability not matching with yours?
Send me a message to see about alternative date availability.