new client form

Please fill in the form below. Once complete please also include: Most recent copies of RRSP, Pension plan and/or DPSP. Most recent copies of Non-registered investment and corporate investment statements. Most recent copies of RESP in trust or other savings intended for education. A copy of your life, disability, long-term care and critical illness insurance. Most recent tax returns, corporate year-end documents. For Estate planning we require Wills & Power of Attorney. These additional documents can be sent to us direct to our drobox using the portal found on our contact page.

Primary Client Information

First Name

This field is required.

Last Name

This field is required.

Address

Address Line 1

This field is required.

Address Line 2

This field is required.

City

This field is required.

State

This field is required.

Postal Code

This field is required.

Country

Phone Number

This field is required.

Date Of Birth

Employer

This field is required.

Occupation

This field is required.

Are you a Canadian citizen?

Yes

Other

Co-Client Information

First Name

This field is required.

Last Name

This field is required.

Address

Address Line 1

This field is required.

Address Line 2

This field is required.

City

This field is required.

State

This field is required.

Postal Code

This field is required.

Country

Phone Number

This field is required.

Date Of Birth

Employer

This field is required.

Occupation

This field is required.

Are you a Canadian citizen?

Yes

Other

Children Information

Please tell me how many children you have.Theire name, age are they in school and how many years left.

This field is required.

Life Assumptions

What is your planned retirement age for you and spouse if applicable. in current dollars, how much income do you want in retirement?

This field is required.

Asset Information - Registered Investments

Current value of assets, anual contributon.

This field is required.

Non-Registered Investments

Current value, anual contributon.

This field is required.

Corporate Investments

Current value, anual contributon.

This field is required.

Education Savings

Current value, anual contributon.

This field is required.

House Value

Please describe and include original cost, current value, mortgage amount.

This field is required.

Rental Properties

Address, monthly income , mortgage or owned?

This field is required.

Debt Information

Please include description and amount.

This field is required.

Income Information

Gross income of all the sources, net income: gross income less expenses.

This field is required.

Life Insurance

Include company, plan type, amount of coverage and premium.

This field is required.

Disability

Include company, plan type, amount of coverage and premium.

This field is required.

Long-term Care

Include company, plan type, amount of coverage and premium.

This field is required.

Critical Insurance

Include company, plan type, amount of coverage and premium.

This field is required.

Tell me a bit about your short, medium, and long-term financial goals. What sort of things do you hope to accomplish in the next 1 to 5 years? For example, are you planning to buy a new car? Want to pay off a debt? Rank them in order of importance, from most to least, and attach specific deadlines when possible.

Comment

This field is required.

What about over the next 5 to 10 years? Put a child through school? Save for a major home renovation? Rank them in order of importance, from most to least, and attach specific deadlines when possible.

Comment

This field is required.

And what about things you hope to accomplish 10 years and beyond? When do you hope to retire? Rank them in order of importance, from most to least, and attach specific deadlines when possible.

This field is required.

Let's review the three categories above. Do you think the goals you've listed above are realistic, or should wording be changed or expectations altered to make sure that the goal is attainable?

This field is required.

If I asked you to name the financial situations that keep you awake at night worrying, what would they be? Are you concerned about debt? Paying for a future or current expense? Once again, rank these in order of importance for me.

This field is required.

Where are the flames highest? Could you list the top five financial goals you feel that you'd most like to get accomplished, and give me a date for when you like to get them accomplished by? Can you rank them in terms of priority, from most to least?

This field is required.

What do you want out of life? Be realistic, but describe the type of lifestyle you'd like to start working towards. The more know about what your personal goals are and the sort of life you want to live, the better I'll be able to help you reach them.

This field is required.