Maple Groove Wealth Planners
Designed Securities Ltd.
Contact

Let's Start the
Conversation.

Whether you have a specific planning question or simply want to explore whether Maple Groove is the right fit, we welcome the conversation. No obligation, no pressure.

Office Hours
Monday–Friday 7:30 AM – 4:00 PM Mountain time * Evenings and weekends available on special request

Send Us a Message

We respond to all inquiries within one business day. Your information is kept strictly confidential.

The Process

What Happens Next?

Reaching out to a wealth advisor should not feel like walking onto a car lot. Here is exactly what to expect.

01
A Brief Phone Call

We will schedule a short, zero-pressure call (typically 15 minutes) to understand your current situation and what you are looking for. No financial documents are needed. It is simply to determine if there is a mutual fit.

02
The Discovery Meeting

If we both agree it makes sense to proceed, we will schedule a deeper conversation. We will ask you to bring some high-level numbers so we can understand the mechanics of your wealth. We will outline how we would approach your situation and provide a transparent breakdown of fees.

03
The Decision Is Yours

We do not use high-pressure closing tactics. After the discovery meeting, the ball is in your court. If you decide to move forward, we handle the entire transition process, including asset transfers and account setup, with minimal friction on your end.