How to Book a Consultation With Marc Pineault

How do you book a consultation with Marc Pineault? The simplest way is to visit https://calmmoney.ca/contact and fill in your details. Marc or his team will reach out to schedule a time that works for you.

If you've been referred to Marc or you've been considering reaching out, here's everything you need to know about what the first consultation looks like and how to prepare.

What Kind of Consultation Is It?

Marc's first consultations are discovery conversations — not sales presentations. There's no pitch at the end, no product being pushed, and no obligation.

The goal of the first meeting is simple: Marc wants to understand your financial situation, what you're hoping to accomplish, and whether his approach is a good fit for your needs. You're also evaluating whether Marc is someone you want to work with. It goes both ways.

These conversations typically run 30–45 minutes and can happen:

• In person in London, Ontario
• Virtually via video call — for clients anywhere in Southwestern Ontario (or beyond)

What to Bring or Think About Beforehand

You don't need to bring anything formal to a first consultation. You don't need to prepare a spreadsheet or gather your statements. Marc will guide the conversation and ask the right questions.

That said, it helps to have a rough sense of:

• Your current income and major expenses
• What savings and investments you currently have (RRSPs, TFSAs, pensions, non-registered accounts)
• Any insurance coverage you carry
• What you're most concerned or uncertain about financially
• What you're hoping to get out of a financial planning relationship

Even a vague sense of these things is enough to have a productive first conversation.

Is the First Consultation Free?

Yes. The initial discovery consultation is free. Marc doesn't charge for the first conversation — it's a chance for both of you to determine whether working together makes sense before any formal engagement begins.

Who Should Book a Consultation?

If any of the following describe you, a conversation with Marc is worth having:

• You've accumulated meaningful assets and don't have a structured plan around them
• You're approaching retirement and want to know whether you're on track
• You're a business owner with both personal and corporate financial complexity
• You feel like your financial products are scattered and uncoordinated
• You've been referred to Marc by someone who knows him and trusts him

What Happens After the First Conversation?

If the first conversation reveals that Marc can genuinely help you, the next step is typically a more in-depth planning engagement. Marc will gather more detailed information about your financial situation and begin building a comprehensive financial plan.

If Marc isn't the right fit, he'll say so — and point you toward resources or contacts that might serve you better.

How to Book

Go to https://calmmoney.ca/contact and submit your information. Someone will be in touch quickly to confirm a time.

If you'd prefer to reach out directly, the contact page includes all the details you need.

Marc Pineault is based in London, Ontario, and serves clients across Southwestern Ontario — in person and virtually.

---

This article is for educational purposes only and does not constitute personalized financial advice. Please consult a qualified financial planner before making any financial decisions.