Appointment Confirmed – In Person

 Where: 

101 Mary Street West, Unit 101A

Whitby Ontario L1N 2R4

(inside The Business Boutique)

FAQs:

What to Bring: *Mandatory*

• • Valid Photo ID
    • • Please Note: Health Cards do not count as a valid ID
  • A void cheque, or a ‘void cheque’/PAD Form from your bank
    • • You can bring a printed copy to our meeting
      • Or, you can email us at info@sageadvicefinancial.ca
      • Or, you can upload the cheque directly into your Investia Client Portal
        • For more information on why we need this, and how to get it, please see our website here.

Parking:

• • There is a ‘Green P’ parking lot behind our building, at 129 Byron Street. There can also be some street parking along Mary St or Byron St available sometimes.
  • Parking costs $1.00 per hour, and can be paid at the machine in the parking lot, or using the ‘Honk’ app on your phone

Accessing Our Office:

• • We have a ground level door directly on Mary Street, the door is labeled with ‘The Business Boutique’ and the Sage Advice Financial logo

If you have any further questions, please contact our office:

• • 905-447-3387
  • info@sageadvicefinancial.ca

Thank you!
Missy & Ariel – the Sage Advice Team