Where:
You will receive an email with a Google Meet link, please let us know if you do not receive it!
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 printed off from your bank
- This can be e-mailed to 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.
- Valid Photo ID
If you have any further questions, please contact our office:
- 905-447-3387
- info@sageadvicefinancial.ca
Thank you!Missy & Ariel – the Sage Advice Team
Parking Map:
