Book a Meeting

Let's find a time.

Pick a slot that works for you below. Already filled out the contact form? Even better — start it here first.

Or skip the form entirely — call/text me at 780-868-0552 or email ethan@marchandwealth.ca and we'll set something up directly.

What To Expect

What happens during our first meeting

No pressure, no product pitch on call one. Just a conversation about where your business and finances stand today.

01

We talk through your situation

Your business structure, existing coverage, and what's actually on your mind — retirement, succession, protecting your family, or all three.

02

I flag the gaps

Where your current coverage or corporate structure is leaving money on the table, or leaving your family exposed to unnecessary risk.

03

We decide on next steps together

If it makes sense to move forward, I'll put together specific recommendations. If it doesn't, you'll walk away with a clearer picture regardless.

How to get the most out of our call

  • Fill out the contact form beforehand — it saves us time on the call.
  • Have a rough idea of your current insurance coverage, if any, handy.
  • Bring questions — this works better as a conversation than a presentation.