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Pre-Appointment Review

Please take 10 minutes to answer our quick review, as it will provide us with a brief overview of where you are currently. Thank you for your time.

Client Information

Date*:
Full name*:
Mailing Address*:
Email Address*:
Home Phone:
Cell Phone:
Work Phone:
Date of Birth:
SIN #:
Drivers License #:
Occupation:
Employer:
Martial Status:

Spouse Details

Spouse Full Name:
Spouse Date of Birth:
Spouse SIN #:
Spouse Occupation:
Spouse Employer:
Spouse Work Phone:
Spouse Email Address:

Children

Name and Date of Birth:

How did you hear about us?

Please choose:

Checklist

In the past two years, have you sat down to determine your lifestyle goals?
YesNo
Have you determined if your financial resources can meet those goals?
YesNo
Are you satisfied with the amount of money you are saving?
YesNo
Have you reviewed and updated these documents, in the past 2 years?
Your will?
YesNo
Your networth statement?
YesNo
Your retirement plan?
YesNo
Do you know if you have sufficient insurance coverage?
YesNo
Do you contribute the maximum to an RRSP each year?
YesNo
Do you make your maximum contribution within the first 3 months of the year?
YesNo
Are you aware of the performance of your investments, both inside & outside of your RRSP? ie. Annual Rate of Return achieved.
YesNoDon't Know
Have you determined your short and long-term investment strategies?
YesNo
If you have children, have you considered the cost of future education?
YesNo
Have you established an emergency fund or personal line of credit?
YesNo
Do you take advantage of all tax deductions/shelters available to you?
YesNo
Have you made the interest on your personal loans/mortgage tax deductible?
YesNo
Do you know your projected income tax before the year ends?
YesNo
Are you a member of a company pension plan?
YesNo
Are you aware of all the benefits/programs available to you through your company?
YesNo
Are you maintaining a retirement fund outside your company pension plan?
YesNo
Have you determined how much income you can expect on retirement?
YesNo
Have you determined what age you plan to retire?
YesNo
Do you know if your expected retirement income will meet your lifestyle needs?
YesNo
Do/will your parents require your financial support now/in the future?
YesNo
Do you feel in control of your financial future?
YesNo
Have you or your Spouse been named as an Executor or Executrix for someone?
YesNo
On a scale of 1 - 10, rank how confident you are that your financial plan is on track?
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