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Your subscription has been processed successfully and your planning journey begins here.

Order Reference

SUB-2025-214-CAN

Next Steps

Subscription Confirmed

Now active

Your monthly service is now active. Welcome aboard!

Step Complete

Advisor Matching

Within 24 hours

We are assigning the best-fit advisor to your profile based on your requirements.

In Progress

Initial Consultation

1–2 business days

Your advisor will reach out to schedule your first planning session soon.

Pending Step

Ongoing Review

Monthly thereafter

Regular check-ins and plan updates will begin after your first session.

Pending Step

Advisor Matching

We are currently assigning your advisor, who will be your main contact throughout your subscription. This process ensures fit and alignment with your needs.

Advisor assignment typically completes within 24 hours.

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If you have questions about your subscription or next steps, our support team is here for you.

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