Book a one-on-one Experience Call to explore whether the associate path, financial education, or both may be a fit for you.

Continue the Conversation After How Money Works

This one-on-one call is designed to help you take the next step based on what stood out most during the session.

  •    30-minute educational conversation
  •    Licensed financial professional
  •   No obligation, no pressure
  •   Flexible scheduling options

Thank you for attending How Money Works | Experience Night.

For some people, the next step is learning more about the associate opportunity.

For others, it may be getting personal financial education and clarity.

Either way, the conversation is simple, educational, and pressure-free.

What We'll Cover:

What interested you most from Experience Night.

Whether the associate path may fit your goalsHow communication, leadership, and financial education connect.

Whether a personal financial education conversation is appropriate.

The next step, only if it makes sense.

Book Your One-on-One Experience Call

Choose a time for your one-on-one Experience Call.

This call is not a commitment. It is simply a conversation to understand your goals, answer your questions, and see whether the next step is associate registration, financial education, or no further action at this time.

Educational and informational purposes only. This conversation may include information about the associate opportunity and general financial education. No income, business, or financial results are guaranteed. Individual circumstances vary. No legal, tax, investment, insurance, or individualized financial advice will be provided without an appropriate review.

Your Advisor

Terry Chan

(416) 733-0301

675 Cochrane Drive, East Tower, Suite 600, Markham ON L3R 0B8

Financial Advisor

Financial education for Canadian families and professionals.

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Educational and informational purposes only. No income, business, or financial outcomes are guaranteed. No individualized financial, tax, legal, investment, or insurance advice will be provided without an appropriate review.