Toronto · Confidential Consultation

Let's Talk About
Your Wealth

Reach out to schedule a consultation, ask questions, or discuss your specific situation. We're based in Toronto and serve families across Canada and California.

24h Response Time
Free Initial Consultation
CA · US Clients Served
30–45 Minute Consultation
Strictly Confidential
No Commitment Required
Virtual or In-Person
Mon–Fri 8 AM–6 PM EST

Toronto, Ontario

We're located in the heart of Toronto's financial district, available for in-person meetings and confidential strategy sessions. We also serve clients remotely across Canada and the United States.

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Address 161 Bay St., Toronto, ON M5J 2S1, Canada
Bay & Wellington — Downtown Toronto Financial District
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Phone +1 416 364 0075
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Office Hours Monday – Friday: 8:00 AM – 6:00 PM EST

Ready to reach us?

Whether you prefer to call, email, or schedule a consultation online — we make it easy to start the conversation. No obligation. No pressure.

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Financial District Location

Steps from Bay Street's major institutions. Convenient for downtown Toronto professionals and executives.

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Discretion Guaranteed

All interactions are confidential from the moment you reach out. We maintain strict professional standards under Canadian law.

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Serve Canada & California

Virtual consultations available for clients across Canada and the United States, including Pacific and Atlantic time zones.

Schedule Your Consultation

30–45 minutes. Complimentary. Confidential.

A Conversation, Not a Pitch

Our initial consultation is designed to understand your situation — not to sell you anything. Come as you are.

01

You reach out

Fill out the form or call directly. We confirm your slot within 24 hours.

02

We review your notes

Any details you share help us prepare thoughtful questions and context.

03

We meet

30–45 minutes. In person, by phone, or video. No pressure, no obligation.

04

You decide

If we're a fit, we outline next steps. If not, we part as friends.

We respect your privacy. Your information is used solely to schedule your consultation and follow up with relevant insights. We never share data with third parties.

Our Location

161 Bay St., Toronto, ON M5J 2S1, Canada — Bay & Wellington, Financial District

📍 161 Bay St., Toronto, ON M5J 2S1 Bay & Wellington · Downtown Toronto Financial District · Near Canada's Banking Hub Open in Google Maps

Common Questions About Getting Started

Everything you need to know before your first conversation with us.

Nothing is required. However, bringing current tax returns, a summary of your assets, and any existing estate documents helps us have a more productive conversation. We can also work without these — we'll just ask more discovery questions.
Yes, absolutely. We charge nothing for the initial 30–45 minute consultation. This is our time to understand your situation and for you to assess whether we're the right fit. No commitment, no pressure.
We typically respond within 24 business hours. If you're calling, we're available Monday–Friday, 8:00 AM–6:00 PM EST at +1 416 364 0075.
We maintain strict confidentiality under Canadian professional standards and our engagement agreements. All client information is encrypted, password-protected, and stored securely. We never share details with third parties without explicit written consent.
We offer both. Initial consultations can happen by phone or video call. Strategy presentations and deeper planning sessions can also be conducted remotely if you prefer. Many of our clients are across Canada and the US.
That's fine. Many clients start with a limited engagement (e.g., a single estate audit) to see if they like working with us. You can expand to a broader relationship later. We're happy to start with whatever scope makes sense for you.
We're based in Toronto (EST) but work with clients across Canada and the US, including Pacific and Atlantic time zones. We're flexible with scheduling to accommodate your availability.
We invoice based on agreed-upon fees or hourly rates. Payment terms are typically Net 30. For larger engagements, we often structure payments in phases aligned with project milestones.

Ready to Master Your Wealth Strategy?

Your first step is a single conversation. No obligation, no pressure — just an honest discussion about your wealth goals and how we can help protect what you've built.

Direct Contact
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Office Hours Monday–Friday, 8 AM–6 PM EST
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Address 161 Bay St., Toronto, ON M5J 2S1
Disclaimer: The information on this website is for informational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Mastrovalis Consulting LLP is not authorised to provide financial advice. Always seek independent financial advice from a qualified professional before making any investment or financial decisions.
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