Book a one-on-one conversation

First we make the question clear, then we talk about solutions. Three ways to meet — pick the one that suits you: sit down in person, or start with a short phone or Zoom call.

Available times

• In person: Tuesday, Wednesday, Thursday, 10:30–17:00 (Vancouver time)
• Phone (about 15 minutes): Monday to Friday
• Zoom video (about 30 minutes): Monday to Friday
• Saturday & Sunday: flexible, by arrangement

An in-person conversation usually runs about 30 minutes; business-owner topics (succession, shareholder arrangements, group benefits) about 45 minutes. A buffer is kept between appointments, so please be on time.

How to book

1. Call 778-239-0895, message WeChat shirleyli889, or use the message page to leave your name, phone number, the topic you'd like to discuss, and how you'd like to meet.
2. Shirley replies personally to confirm the date and time with you.
3. Your booking is confirmed only when Shirley has replied — submitting information on this site does not by itself confirm an appointment.

Before we meet, it helps to think about

• What is the one question you most want answered?
• At home, what is already arranged — and what has not been touched yet?
• If you like, browse the questions in the 100 QuestionsOwners & HNW library that relate to your situation (in Chinese).