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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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