Contact

Let's have an honest conversation about your retirement

Fill in the form below and one of our advisers will get back to you within one business day.

Bright reception area of an advisory office in downtown Vancouver

Send us a message

Tell us a bit about where you are and what you're hoping to figure out — the more context you share, the better prepared we'll be for the first call.

Prefer to call or visit?

Our office on Alberni Street in downtown Vancouver is open Monday to Thursday 9 am to 5 pm and Friday 9 am to 4 pm. You're welcome to drop in, though we'd recommend booking a time in advance so an adviser is available when you arrive. If a phone call is easier, dial +1 (604) 882-4730 and we'll pick up during office hours — or leave a message and we'll return your call the same day. For email enquiries, reach us at hello@orbitbswift.online.

What happens after you get in touch

We keep the first steps simple so there's no pressure at any stage.

Step 1 — Intro call (30 min)

We spend half an hour understanding your current situation — savings, goals, timeline — and you get to see whether our approach feels right for you. No paperwork, no commitment.

Step 2 — Discovery session (90 min)

If you'd like to move forward, we schedule a deeper session to gather the financial detail we need to build your plan. You bring the numbers; we bring the questions.

Step 3 — Your written plan

We produce a full written retirement plan and walk through it with you in a review session. The document is yours to keep — a clear, readable strategy you can return to whenever you need it.

Still have questions before getting in touch?

A few more things clients often ask before booking their first call.

Is the first call really free?

Yes — completely. The 30-minute intro call has no fee attached. We ask for a bit of context upfront so the conversation is useful for both of us, but there's no charge and no obligation to proceed.

How much does a full retirement plan cost?

Our fee is quoted after the discovery session when we understand the scope of your plan. We discuss pricing transparently before any work begins — you'll know the full cost before you commit.

Can we work together if I'm not based in Vancouver?

Yes. Most of our sessions are available over video, and we work with clients across British Columbia. We also serve a small number of clients in other Canadian provinces. Just mention your location when you get in touch and we'll confirm coverage.