Connect with Britanico & Associates
Choose the way that works best for you—book a consultation, chat with us directly, or follow our community for updates and insights.
Book a Consultation
Schedule a confidential one-on-one consultation with a licensed financial advisor. This complimentary session helps us understand your needs and determine the best next steps for your financial journey.
What to Expect
Duration
• Free Consultation: 30 minutes
• Strategy Sessions: Up to 60 minutes
Format
• Secure Zoom meeting
• Phone consultation
• In-person (by appointment only)
What to Prepare (Optional)
• A general idea of your goals or concerns
• Existing policies or statements (if available)
• Questions you’d like answered
No preparation required. This session is designed to be simple, confidential, and pressure-free
Schedule a confidential, no-pressure conversation.
Chat with Us on WhatsApp
Have a quick question or need assistance right away? Message us on WhatsApp for faster responses during business hours.
Follow Us on Social Media
Stay updated with financial tips, announcements, community events, and insights from our team.
Scan to Connect
Scan a QR code to instantly book an appointment, start a chat, visit our online resources, or explore our opportunities with our team.
START HERE
Quick questions • Free guidance • Faster response
Quick questions & initial guidance
BOOK A CONSULTATION
For detailed review & personalized recommendations.
Recommended after initial WhatsApp inquiry
For in-depth review after initial chat
LEARN MORE ABOUT US
Services • Resources • Client education
Visit our website
Selected applicants will be contacted for an initial conversation
Roles are based in Canada and subject to role-specific requirements..
Selected applicants will be contacted for an initial conversation.
Roles are based in Canada and subject to licensing specific requirements.
Join in our Community
Be part of our growing community. Receive updates, helpful resources, and invitations to events—no spam, just value.
Investing doesn’t have to feel overwhelming.
Our weekly newsletter helps you understand your options, one step at a time—so you can make decisions with confidence, not stress.
✔ Simple explanations
✔ Helpful guides
✔ Early access to consultations
✔ Support before you commit
Join the newsletter and feel more in control of your financial future.
👉 www.britanicofinancial.com