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CONTACT

Please reach out to us using our information form to schedule a complimentary consultation.

info@moderncents.ca

Advice-only financial planning

Virtual address: 2030 Bristol Circle, Suite 210, Oakville, ON L6H0H2

Please complete our information form below so that we can align you with the most appropriate planner for your needs!

Unfortunately, we cannot serve individuals based in the US or Quebec at this time.

We currently operate from a waiting list for cross border clients.

We would encourage anyone with an immediate cross border question to book an ad-hoc consultation!

Justine Kelly is currently not accepting new clients.

Information Form: Modern Cents

*First name

*Last name

*Email

*Province of Residence

If you do not reside in Canada, we cannot serve you at this time.

*Do you (or your partner, if applicable) have any of the following planning complexities?

None

US citizen / Green Card holder

Social Security pension

US retirement and/or brokerage accounts

Other (non-US) foreign pensions or accounts

Professional corporation

Incorporated small business or consultant

Holding company

Multiple operating companies / family trusts / holding companies

Rental property

Other

*Please provide us a brief summary of your financial situation and what you are seeking from an engagement:

*Which planner are you looking to work with?

No preference

Andrea Thompson

Vikki Brown

Shay Steacy

Jennifer Hughes

*What age demographic do you belong to?

*When you think about the type of relationship that you are looking for from a financial professional, which of the following best describes what you're looking for?

I want a comprehensive review of my overall financial picture

I want someone to work alongside of me while I learn and implement

I just have these couple questions I'm seeking advice on

I'm looking for investment management for my US retirement accounts

*What type of service are you interested in?

Comprehensive financial planning

Retirement planning

Modular (project based) planning

Wealth Foundations and Retirement Blueprint

I'm not sure!

Please note that Wealth Foundations is only available for clients without any cross border complexity.

*How did you hear about Modern Cents?

Please be specific! If you have been referred from another professional or existing client, please be sure to include their information below.

I have reviewed the Modern Cents services and associated fees for each type of engagement prior to agreeing to register as a potential client.

I understand that I will be added to the Modern Cents registration list and that I will be contacted to schedule a discovery call. Based on your responses in the above form, we will align you with the most appropriate planner based on skill set and availability.

Add me to your newsletter list! We won't spam you! We send out weekly newsletters with articles from paywalled credible news sources, as well as occasional invitations to our complimentary webinars.

I need to talk to someone ASAP!

If you'd like to schedule an ad-hoc consultation to ensure that any immediate questions that you have can be answered, you can do so here: https://www.moderncents.ca/consultations

For all other inquiries, please contact us using the form below:

Send us a message  and we’ll get back to you shortly.

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Email*

Subject

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Home
About Modern Cents
- Bios
Work with Us
Resources
Contact
More

Use tab to navigate through the menu items.

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