Book a Meeting

Discovery Call

Whether you need an excellent financial plan, or already have plans in place and want a professional 2nd opinion, a Discovery Call is the perfect place to get started.

Booking a free, no-obligation, 15-minute conversation with one of our expert advisors is a great opportunity. Use the calendar to the right to find a day & time that works for you.

Fill in some quick info and you’ll receive a confirmation email when you’re finished! We look forward to discovering how Auxiliary i&i can assist you on your path to success.

Why book a call?

We want to get to know you and your unique needs. In just 15 minutes, we can determine how we can strategically align our services to help you achieve your goals and meet your priorities.

Is this call free?

100%. Your only obligation is to be ready to chat with one of our advisors about your current situation and what you want to accomplish. No fee, no commitment, just your time.

What's next?

Great! The advisor will work with you to set up a follow-up meeting, while our talented team will do some work behind the scenes. Next meeting, we’ll present your tailored solutions.


Based out of the Greater Toronto Area, Auxiliary i&i Financial Services provides premium service to Ontarians, specializing in investments and insurance.


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