Business and Family Planning Aligned

Discovery Meeting - Zoom

For new clients.
During this call we are discovering your primary goals, pain points, and an overview of our approach.

zoom link provided in booking confirmation

Duration: 30 minutes

Discover Meeting - Phone

For new clients.
During this call we are discovering your primary goals, pain points, and an overview of our approach.

Duration: 30 minutes

In Person Meeting

Now Offering in Person Appointments.
All meetings will be held at the office at 412 Laird Road, Guelph Ontario

Duration: 1 hour

First Appointment - Zoom

During this appointment, we will learn about your goals, financial situation and start the planning process.

zoom link provided in booking confirmation

Duration: 1 hour and 30 minutes

Second Appointment - Zoom

This meeting Jaime will present to you your detailed financial, investment and/or insurance plan.

Implementation of the plan, may take a few meetings to ensure you, your family and business properly planned for and taken care of.

zoom link provided in booking confirmation

Duration: 1 hour

Financial Review - Zoom

For existing clients to review plans, and update on life changes.

zoom link provided in booking confirmation

Duration: 1 hour

Insurance Meeting - Zoom

For clients applying for insurance coverage.

zoom link provided in booking confirmation

Duration: 1 hour

Connect with me personally

If you want to connect with me personally, find a time in my schedule.
(please do not select an evening appointment, as those are reserved for clients)

zoom link provided in booking confirmation

Duration: 30 minutes

Champion Mortgage Insurance Consult

During this meeting we will review your Mortgage Insurance options including MPP and Term Life Insurance.

zoom link provided in booking confirmation

Duration: 30 minutes

Champion Mortgage Client Insurance Consult and Completion

During this meeting we will review your mortgage insurance options and complete your insurance application.

zoom link provided in booking confirmation

Duration: 1 hour

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