Free Financial Planning Consultation
Money decisions can feel heavy.
You don’t have to sort them out alone.
At Wealth Connections Team, your free consultation is a chance to talk through your situation, ask questions, and understand which strategies and services might help, without pressure or sales pitches.
Debt Reviewed
Families Guided
Mortgages & Financing Advised
Years of Combined Experience
How Our Free Financial Consultation Works
1. Share Your Situation
You can share as much or as little detail as you’re comfortable with. This part is about listening and understanding, not judgment.
2. Explore Potential Strategies
We’ll explain these options in plain language and talk about what might make the most sense for you right now, and what might be better to look at later.
3. Clear Next Steps & Follow-Up
If you’d like to move ahead, we’ll outline what that looks like. If you’re not ready, that’s okay too, you still walk away with more clarity than you had before.
Frequently Asked Questions
Yes. There is no cost for your free financial planning consultation, and no obligation to sign up for any service afterward. The purpose is to help you get clarity and decide whether working with us (or with our professional partners) feels like the right fit.
Most consultations take about 15–30 minutes. If your situation is more complex, we may schedule a follow-up session, but we always try to keep the first conversation focused and respectful of your time.
We’ll ask a few questions about your current situation (income, debts, housing, goals), what’s worrying you, and what you’d like life to look like in the next few years. From there, we’ll explore which strategies and services might be helpful and outline possible next steps.
No. The consultation is about strategy, not sales. We don’t represent a bank or lender, and we don’t sell investment products. If, after the call, you’d like to move forward with a paid planning engagement or be connected to licensed professionals, that’s your choice.
You don’t need perfect paperwork. Having a rough idea of your income, major debts, monthly payments, and any upcoming decisions (like renewals or big purchases) is helpful. If we need specific documents later, we’ll tell you exactly what to gather.
You’ll speak with a member of the Wealth Connections Team who is experienced in financial strategy conversations and familiar with our service areas. If you choose to work with us further, we’ll make sure you know who your ongoing point of contact will be.
No. Some people come to us because they’re overwhelmed, and others come because they simply want to make smarter choices with their money. The free consultation works for both—whether you’re trying to get out of debt, buy a home, or just feel more confident about your next moves.
Typically, the free session is meant to help you get oriented and decide on next steps. In some cases, we may schedule a second short check-in if your situation requires a bit more clarity before you commit. Ongoing, detailed planning is usually done through a paid engagement.
Most of our free financial planning consultations are done by phone or video call so we can help families in different parts of Canada. If you’re local and in-person meetings become appropriate later, we can discuss those options at that time.
Real Stories from Families We’ve Helped
I felt overwhelmed trying to figure out what I needed to buy my first home. A friend recommended I reach out to Wealth Connections Team. They introduced me to a financial professional who walked me through every step of the planning process. This saved me so much time and I’m pretty sure I would still be renting if it wasn’t for them. I would definitely recommend this company if you’re trying to figure out how to buy your first property.
Sarah M.
Toronto, ON
We called Wealth Connections Team to try to figure out what to do about our debt. We felt like we were drowning and had no clear plan on what to do. Everyone out there kept giving us contradicting advice and everything felt so salesy. We are so glad we took this route instead. We got connected to a lady who took the time to understand us without rushing us or making us feel bad about the situation. She walked us through all the options and gave us the benefits and drawbacks of each one. This is the only company that truly walked us through something that made sense, and now we are saving money and are on the right track.
Mark & Julia R
Kitchener, ON
Running a growing business, I didn’t have time to figure out financing options. Through Wealth Connections Team, I was matched with a lending expert who helped me access private funding to expand my operations. This was a really good experience. I would recommend them to anyone who is looking to expand their growing business.
Daniel T.
Sudbury, ON
I am new to Canada and was recommended to Wealth Connections Team through a newcomer program in Toronto. I had no idea where to start with my money plan and kept getting declined for credit. They put me in touch with a financial consultant that helped at no cost. She guided me on getting my credit built up, connected me to companies that would set up a credit card for me. Thank you for everything.
Priya K.
Mississauga, ON
A family member suggested I reach out to this company when I received a small inheritance. At first, I just put the money in the bank and thought nothing of it, but my family insisted I needed to do more than that. I met this lady through them who taught me so much about investments, and retirement planning. I got so much value without paying her a penny, and I feel so much smarter about this topic now. I would recommend this service to anyone like me.
Robert H.
Calgary, AB
I’ve been a realtor in the GTA for over 12 years. Wealth Connections Team gives my clients a fair chance at buying a home. In the past few years I’ve had many buyers come to me without pre-approvals that had financial issues I couldn’t guide them through fixing myself. This team looks after my clients without any judgement and helps them with a plan. It’s not a perfect fix, but I’ve had clients come back to me, ready to find their home much faster than if they didn’t use their services.
Angela H.
Etobicoke, ON