Schedule a complimentary discovery session to see if we’re the right team for you.
Call 1 (888) 827-8540 or submit the form below. A HighView stewardship counsellor will be in touch shortly to set up our meeting.
Here’s what you can expect at a discovery session with a HighView advisor:
- We will take the time to understand your journey, your plans for the future, and what you would like to achieve with your wealth.
- We will explore your approach to risk and your previous investment experiences.
- We will discuss your financial needs and goals, from short to long term.