Forms

What To Bring

Important information on what we need to help you with financial planning.

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Financial Planning Questionnaire

Your competition of this questionnaire will enable the preparation of a Financial Plan dealing with tax. investment, and retirement issues.

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Financial Planning Agreement

This service involves working one-on-one with a planner over an extended period of time. By paying an upfront and/or monthly fixed fee, clients get continuous access to a planner who will work with them to design their plan. The planner will monitor the plan, recommend any changes and ensure the plan is up to date.

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Investment Management Agreement

This service involves the investment management with respect to certain assets of the Client. By paying a monthly fee, based on net contributed capital, clients get continuous access to a planner who will determine a target Portfolio. The Adviser will periodically review the Portfolio and implement changes that the Adviser deems appropriate.