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Contact

We answer, and we answer quickly.

If your question is about the work in your portal, the firm you are working with is the best place to start; they know your file best. For everything else, reach us directly below.

Email

info@clientadvisory.ca

We reply within 1 business day.

Office

1670 North Service Road E, Suite 210
Oakville, Ontario L6H 7G3

Meetings are by appointment.

Professional firms

For platform terms and new files, see how the platform works for firms or write to us with the subject line Platform terms.

Received an email from us and want to confirm it is genuine? Read how to know an email is really from us. Please do not send confidential documents by email; your portal is the secure way to share them.