Thank You!
Your Advisory Onboarding Packet Is On Its Way
We’ve also emailed you a copy of your Advisory Overview, along with a Welcome email with everything you need to know about getting started. Check your inbox (and spam folder, just in case).
Download Your Onboarding Packet Now
We’ll follow up separately with your Engagement Letter for signature — no action needed from you right now. Questions before then? Email nkilpatrick@kilpatrickcpa.ca anytime.