Experience Call

Continue the Conversation

Take the next step after the How Money Works Experience. Book a private conversation to explore what stood out to you and how the ideas discussed may relate to your life, goals, and future.

  •    30-minute virtual meeting via Zoom
  •    Discuss the questions and ideas that stood out to you
  •    Explore your financial goals and future possibilities
  •    Receive personalized guidance and clear next steps

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 goals.

How 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.

© 2026 ConnectHub PRO. All rights reserved.

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.