Contact

Let's start with a conversation.

The first step is understanding your situation. Schedule a no-obligation consultation and we will discuss your financial goals, answer your questions, and determine whether Volta is the right fit.

Get in Touch

We would be glad to hear from you.

Whether you are ready to begin or simply exploring your options, we welcome the conversation. There is no obligation, no sales pressure, and no commitment required from an initial consultation.

Location

Canada — Serving clients nationally

Response Time

Within one business day

What to expect from your first consultation

  • A 30–45 minute conversation with no agenda other than understanding your situation
  • Questions about your current financial picture, goals, and what you feel is missing
  • An honest assessment of whether Volta is the right fit for your needs
  • No product presentations, no portfolio pitches, no pressure
  • If there is a fit, a clear outline of next steps and what the engagement looks like

Send us a message

Fill in your details below and we will be in touch within one business day.

Your information is kept strictly confidential and never shared with third parties.

Book a Meeting

Prefer to schedule directly? Choose a time that works for you.

Use the calendar below to book a 30-minute introductory consultation at a time that suits your schedule. All consultations are conducted virtually via video call.

Online Scheduling

To activate online booking, connect your Calendly account and paste your inline embed code here. This allows prospects to book directly into your calendar without any back-and-forth.

Set Up Calendly

Free to set up. Takes approximately 15 minutes.

Common Questions

Before we meet — some questions we often hear.

Is there a minimum investment or income requirement to work with Volta?

No. Volta works with Canadians at every stage of the wealth journey. What matters is not where you are starting — it is your commitment to building a thoughtful, intentional financial plan.

What does the first consultation involve?

A 30–45 minute conversation focused entirely on understanding your situation, your goals, and what you feel is currently missing from your financial life. No presentations, no proposals — just an honest conversation.

How does Volta charge for its services?

Our fee structure is discussed transparently at the outset of every engagement. Depending on the services required, we work on a fee-based, fee-for-service, or asset-based model. We will explain all options clearly before any engagement begins.

Do I need to transfer my existing investments to work with Volta?

Not necessarily. We begin with a comprehensive financial plan regardless of where your assets are held. Consolidation decisions are made based on what is best for your plan — not for administrative convenience.

Can Volta work with my existing accountant and lawyer?

Yes — and we encourage it. Volta is designed to coordinate with your existing professional advisors. We act as the financial hub that ensures everyone is working from the same plan and the same information.

How quickly can we get started?

Following an initial consultation, most clients receive a formal engagement proposal within five business days. The onboarding process — discovery, plan development, and implementation — typically takes four to eight weeks depending on complexity.