Let's Have a Conversation
No hard sell, no complicated forms. Just reach out and let's talk about where you are and where you'd like to be.
Since 2005, we've been helping people across Toronto and the surrounding area — Etobicoke, York, North York, Mississauga, Brampton, Oakville, and the entire Niagara Golden Horseshoe region.
Reach out today — we're happy to answer any questions, no strings attached.
Drop Us a Message
155 Rexdale Blvd., Suite 406
Etobicoke, Ontario M9W 5Z8
Why Reach Out?
- ✓Your first consultation is completely free
- ✓A plan built around your life, not a generic template
- ✓Straightforward advice from someone who's seen it all
- ✓Meet in person, over the phone, or on video — your call
Questions People Usually Ask
Here are a few things people often wonder before getting in touch.
Does the first consultation cost anything?+
Not a cent. Your first meeting is completely free. We'll get to know your situation and figure out together whether we're a good fit.
What should I bring to my first meeting?+
If you have them handy, it helps to bring things like investment statements, insurance policies, or recent tax returns. But don't stress if you don't have everything — we can work with whatever you've got.
Can we meet virtually?+
Absolutely. We do in-person, phone, and video meetings — whatever works best for your schedule.
Phone
416-880-0741
danilo.lupo@dfsin.ca
Address
155 Rexdale Blvd., Suite 406
Etobicoke, Ontario M9W 5Z8
Business Hours
Mon – Fri 8:00am to 6pm