New meeting types with the Chimuk Landry team.

To provide greater clarity when booking a meeting, we have changed our meeting titles through our Bookings Page from “Living Plan Review” to the following:

ANNUAL REVIEW

This is a full review of your investment and planning strategies, including your IG Living Plan. This is scheduled for 1 hour and a half, preferably in-person or virtually.

FOCUS MEETING

This meeting agenda will focus on a specific topic such as tax planning, estates, mortgage, retirement planning, etc. This is scheduled for 45 minutes to 1 hour, preferably in-person or virtually.

QUICK CONNECT

This meeting is for quick updates and questions with your consultant. This is scheduled for 30 minutes, by phone call.

OTHER

Other meeting types are specific to your plan, such as Insurance Application or Delivery. An Initial Discovery meeting is for potential new clients.

STILL NOT SURE WHAT TO BOOK?

Give our team a call at 204-784-4588 and we’d be happy to assist. Please note, for new, potential client inquiries, please visit our page what to expect prior to booking an appointment.

Business hours for booking appointments

Regular business hours for booking in our online booking calendar is between Tuesdays through Thursdays, 8:30 am to 4:30 pm. Tuesday, Wednesday, and Thursdays are prioritized for in-person appointments. Virtual appointments are encouraged on Mondays and Fridays. However, we are open to booking custom appointments over the phone. - Please do not hesitate to contact our team at 204-784-4588. Please ask for Jordan Chimuk or Candace Landry to be directed to our team.