Let's Talk About Your Financial Goals

Whether you're curious about our investment literacy programs or ready to start your financial education journey, we're here to help. Drop us a message and we'll get back to you within one business day.

Get In Touch

Office Location

3000 Richter St
Kelowna, BC V1Y 8M5
Canada

Phone

+1 (705) 760-9430

[email protected]

Best Time to Reach Us

We typically respond to inquiries Monday through Friday, 9 AM to 5 PM Pacific Time. Messages sent after hours will receive a response the next business day.

Send Us a Message

Fill out the form below and someone from our team will reach out to discuss how we can support your investment education needs.

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Response Times

Our team reviews all inquiries within 24 hours during business days. If you're reaching out about our fall 2025 programs, we recommend contacting us now since spots fill up quickly and early applicants have more scheduling flexibility.