What is a Financial Education Session?
A Financial Education Session is a no-pressure conversation designed to help you understand financial concepts and available options relevant to your life stage or business needs.
Do you provide financial planning?
CrownPath provides education and guidance within the scope of applicable licensing. We do not provide certified financial planning, legal, or tax advice.
Which provinces do you serve?
CrownPath supports clients in British Columbia, Alberta, Saskatchewan, and Ontario, subject to licensing and regulatory requirements.
Is there any obligation after the session?
No. The session is educational in nature. Any next steps are entirely your decision.
No. The session is educational in nature. Any next steps are entirely your decision.
Yes. Information is handled in accordance with Canadian privacy laws and our Privacy Policy.