Contact
Let’s start with a conversation.
Volta Wealth opens to clients in early 2027. Book a free introductory call, with no obligation and no pressure.
Book a Call
Let’s start with what you’re trying to figure out.
Whether you’re planning ahead, working through a change, or looking for a second opinion, the first step is a conversation. Thirty minutes, at no cost and with no obligation.
What would you like to talk about?
Have you had a financial plan before?
What would you most like your plan to help with?
Where are you today?
What would you most like help with?
What coverage do you have today?
Select all that apply.
What would you most like help with?
What would you like help with?
How do you invest today?
Do you have a will and powers of attorney?
We coordinate with your lawyer, who prepares legal documents.
What would you most like help with?
What’s on your mind?
Is your business incorporated?
Approximately how much does the corporation hold in cash and investments?
Cash and investments held inside the corporation, not annual revenue.
How did you hear about us?
Who referred you?
Optional. A name or firm is enough, so we can thank them.
Your details
Thank you. We’ve received your details.
Choose a time below, or we’ll be in touch within one business day.
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Get in Touch
We would be glad to hear from you.
Whether you are planning ahead or exploring your options, we welcome the conversation. Reaching out carries no obligation.
- Emailinfo@voltawealth.ca
- PracticeVirtual practice, serving clients across Canada except Quebec
- Response timeWithin one business day
Prefer to write first?
Our intake form takes a few minutes and helps us understand your situation before we speak.
Register Your InterestThe form opens on start.voltawealth.ca, Volta Wealth’s secure intake page. Your information is handled in accordance with our Privacy Policy.
- You’ll see confirmation on screen that we’ve received your details.
- We review what you’ve shared before we speak.
- We contact you to arrange an introductory conversation as onboarding begins in early 2027.
- No obligation, and no pressure.
Common Questions
Before we meet.
Is there a minimum to work with Volta?
There’s no minimum to start a conversation. Whether Volta is the right fit depends on your needs, and we’ll be candid about that when we speak.
What does the first conversation involve?
A 30-minute conversation focused on your situation, your goals, and what you feel is missing from your financial life. No presentations and no proposals, just an honest conversation.
How are Volta’s fees set?
Fees are set out in writing, in your engagement letter, before any work begins. We’ll explain them clearly in our first conversation.
Do I need to transfer my existing investments?
Not necessarily. Your financial plan comes first, wherever your assets are held, and any decision to consolidate accounts follows from it.
Can Volta work with my accountant and lawyer?
Yes, and we encourage it. We coordinate with them so everyone works from the same plan. If you need one, we can introduce you to professionals we work with; any referral arrangement is disclosed to you in writing.
How quickly can we get started?
Volta Wealth opens to clients in early 2027. Interest registered now is prioritized for onboarding, and we’ll reach out with next steps as the date approaches.