Beyond the Contact Form: A Real Person, a Real Conversation

No. The first conversation is about understanding your situation — not pitching products. We ask questions, we listen, and we share how our approach works. If you decide to move forward, great. If not, you'll still leave with a clearer picture of your banking options. We don't do pressure. We never have. Our entire growth model is built on referrals from satisfied clients, which means the worst thing we could do is leave someone feeling pressured. It would undermine everything we've built since 2014.

Average full transition time: 5 business days. We handle the paperwork — redirecting payroll deposits, setting up bill payments, transferring automatic withdrawals. Your dedicated advisor checks in at day 3, day 7, and day 30 to make sure nothing slipped through the cracks. It's far less painful than most people expect. Our process page walks through every step with exact timelines and deliverables, so you know what's happening at every stage.

Your choice. Our office at 10723 Violet Henry King Plaza in Edmonton is open Monday through Friday, 9:00 AM to 5:30 PM, and Saturdays from 10:00 AM to 2:00 PM. We also handle initial conversations over the phone or video call — whatever works for your schedule. The first meeting with a mortgage advisor is always recommended in person (90 minutes, worth every second), but we'll make it work either way. About 60% of our clients meet us in person for the first conversation; the other 40% start over phone or video and come into the office later when it's convenient.

Absolutely. Under the Federal Access to Basic Banking Services Regulations, you have the right to open a bank account in Canada. Our New Roots Newcomer Program goes well beyond the minimum — 24 months of fee-waived chequing, a secured credit card for credit building, multilingual advisor support in English, French, Punjabi, Tagalog, and Mandarin, plus a personalized Credit Acceleration Roadmap. Most New Roots clients reach a credit score above 650 within 9 months. When you fill out the contact form, just select "New Roots Newcomer Program" from the dropdown and we'll pair you with an advisor who specializes in newcomer banking.

For the initial conversation? Just your questions. If you want us to review your current banking setup — and we recommend it — bring a recent bank statement or two so we can identify fees you may be paying unnecessarily and compare rates side by side. For mortgage consultations, we'll send you a short checklist in advance (income verification, employment details, existing debts). Nothing onerous. We do the heavy lifting.

That's exactly what the 30-minute banking review is for. You don't need to arrive with a shopping list. Tell us about your financial life — what's working, what's frustrating, what your goals are — and your advisor will identify which of our services apply to your situation. Many clients come in thinking they need one thing and discover the real opportunity is somewhere else entirely. There's no wrong answer and no wrong question. Browse our Industries We Serve page if you'd like to see how we typically help people in situations similar to yours.

Of course. Many clients start this way — they open a high-interest savings account or GIC with us while keeping their existing chequing account elsewhere. Over time, most of those clients consolidate to Drayton because the difference in service becomes hard to ignore. There's no minimum requirement and no exclusivity expectation. We'd rather earn your full relationship over time than demand it upfront.