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Building a Strong Foundation to Achieve Your Goals

Have you ever wondered if you’re on the right path and if you’re on a solid financial foundation?

In order to connect you to where you want to be, we need to learn about you.  We want to identify your goals, quantify what it will take to achieve them and develop your personal plan and portfolio design to get you there.

Get started by completing the Financial Planning Fact Finder and Risk Assessment below.

Financial Planning Fact Finder

To get to know your financial situation and your goals, we ask that you download and complete this Financial Planning Fact Finder. Once completed, please forward it along to [email protected] and someone from our team will get in touch with you within 24 business hours.

This is the first and very important step to get to work with us.

Will & Estate Planning

Estate planning typically comes near the end of our planning process unless someone doesn’t have a Will and then it’s important to have one done. Whether you already have a Will or not, our comprehensive questionnaire guides you through all the crucial aspects that need careful consideration. By completing this questionnaire, you’ll be equipped with the necessary information and ready to make the most of your time with the lawyer.

Key to Finding a Financial Planning Partner

  1. Is my advisor truly independent or do they represent certain products?
  2. Is my advisor a fiduciary?
  3. Is my advisor a discretionary portfolio manager?
  4. Are the interests of my advisor aligned with my own?
  5. What are my advisors’ credentials?
  6. Besides managing money, what else does my advisor do for me?

Answers to these 6 questions are key to finding a financial planning partner that is the right fit for you.

Your Due Diligence is Essential

We highly recommend that you do your due diligence when seeking an advisor.

The Investment Industry Regulatory Organization of Canada (IIROC) makes information about every advisor available for the general public to review. Click the Know your Advisor logo above and scroll to the bottom of the page and press the “Start Search” button.