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CONTACT / LET'S CONNECT
A FIRST CONVERSATION
Find a time that works for you.
Big quetions.
Small questions.
Let's talk.
A little clarity starts with a conversation.
Ask a few questions, share what you're looking for, and see how I might be able to help.
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Bobby McBride
Financial Planner & Portfolio Manager
No obligation. Nothing to prepare
Just a good place to start
15 minutes, Zoom, complimenatary
WHAT TO EXPECT
A real conversation.
An easy first step.
We'll start with your questions and take it from there.
01.
Tell me a little about you.
What's changing, what's on your mind, or what you would like to understand better.
02.
Ask me anything.
My background, how I work, what a relationship could look like, and how costs are discussed.
03.
Decide what feels useful.
Wew can talk about a next step that makes sense for your situation.
Prefer to leave a message?
That works too. Send me a note and tell me what's on your mind.
SEND ME A NOTE
GIVE ME A CALL
647-317-1770
A LOCAL CONNECTION
Based in Whitby, Ontario
Virtually, anywhere
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