You have a few options on our meeting location and we want this to be entirely up to you:
Your Home or Office
To make things as convenient for you as possible, Carey has regular “road days” (normally a Tuesday or Wednesday) where meetings can be set from early morning through mid-evening at a location near you. This can easily be your home or your office (or even a lunch or coffee spot)? Most commonly I am between Vancouver, Richmond through to Surrey, Burnaby, Coquitlam and as far out as Maple Ridge and Abbotsford). As well I travel to Saskatchewan and Alberta regularly.
We encourage meetings during Carey’s “Road Days”, however if this doesn’t work for you here are some of your options:
South Surrey / White Rock Office
Although we have one primary office location (South Surrey / White Rock) and another subsidiary office (Vancouver). As well, I have a network of 5 other offices that I can book for our meeting: 1 in each of Richmond, Burnaby, Port Moody, Langley and Maple Ridge.
Out Of Town?
We have long standing Financial Planning / Financial Advisory relationships with clients around Calgary, Saskatoon, the USA and New Zealand already so call or email Carey directly to see what can be arranged for your needs.