Ask an Advisor / Monthly Q&A

Ask real advisors your money questions, live.

A 90-minute Q&A on Zoom, open to anyone. Bring any money question.

Next session

First Wednesday
of the month

11:00 am to 12:30 pm ET on Zoom

Reserve your spot (opens Zoom registration in a new tab)

Free to join.

Ask us anything

There's no set topic. Bring whatever's on your mind.

How it works

  1. Register on Zoom

    Choose a date and fill in the Zoom registration form.

  2. Send a question ahead, if you want

    There's a spot for it on the registration form. It's the easiest way to take part without speaking up on the call.

  3. Get your link by email

    Zoom emails your join link after you register. Click it a few minutes before 11:00 am on the day.

Who you'll hear from

We're NXS Financial Strategies, based in Welland.

Keith McConkey
Keith McConkey, CFP®, RIS® CERTIFIED FINANCIAL PLANNER®
Declan Rose
Declan Rose Financial Advisor

Upcoming dates

Every first Wednesday, 11:00 am to 12:30 pm ET.

Questions about the session

Do I need to be a client?

No. Anyone can join. Clients, their family and friends, and people who've never heard of us are all welcome.

Will anyone try to sell me something?

No. The session is for answering questions. If you want to talk about your own situation afterward, you can reach out to us.

Will my name be said out loud if I send a question?

We'll read questions sent ahead without your name. Other people on the call can see the name you join with.

Is it recorded?

No. Session's will not be recorded.

What do I need to join?

A phone, tablet, or computer with an internet connection. You can use the Zoom app or join from your web browser. Your link arrives by email after you register.

Next session

First Wednesday of the month

11:00 am to 12:30 pm ET on Zoom

Reserve your spot (opens Zoom registration in a new tab)

Free to join.

This session is general information for educational purposes. It isn't personalized financial, tax, or legal advice. Everyone's situation is different, so review your own circumstances with a qualified professional before acting on anything discussed.

Please don't share account numbers or other personal details during the session. Other attendees may be able to hear the discussion.

Attending doesn't create an advisory or client relationship with NXS Financial Strategies or Investia Financial Services Inc.

NXS Financial Strategies is a trade name of Investia Financial Services Inc. Mutual funds are offered through Investia Financial Services Inc.