Let's start with a conversation, not a contract

What to expect from your first call

The introductory call is forty-five minutes and costs nothing. One of our advisors will ask you about your current savings picture, your target retirement date, and any specific concerns you've been carrying — whether that's outliving your money, managing CPP timing, or figuring out what to do with a defined-benefit pension from a former employer. You don't need to bring documents or prepare anything formal. Just show up ready to talk openly, and we'll tell you exactly what we see and whether Alpharstone can help. If we're not the right firm for your situation, we'll say so and point you toward someone who is.