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Get in touch

Book a free discovery call

30 minutes, no commitment. You’ll get a clear sense of whether this approach fits your situation — and if it doesn’t, I’ll say so.

Independent financial planning · Alberta & Yukon

In Cochrane or Whitehorse

Meet in person by appointment at your home or office, or virtually.

Cochrane & area:

(587) 443-9766

Whitehorse:

(867) 334-4771

Pick a time that works

Meetings happen in person by appointment at your home or office in Cochrane, Calgary or Whitehorse — or virtually, anywhere in the four licensed jurisdictions.

Calendar not loading? Call  867-334-4771  or email  davy.joly@gmii.ca.

Send a message

Most questions take one email to answer. There’s no obligation attached, and no newsletter waiting on the other side.

We use what you send here to reply to you and nothing else. See the privacy notice.

Where we meet

Cochrane, Alberta

Calgary, Alberta

Whitehorse, Yukon

Licensed in Alberta, Yukon, British Columbia, Manitoba.

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