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Introductory Form

To make the most of our complimentary consultation, please complete this brief introductory form.

It gives me a high-level understanding of your current situation and what you’re hoping to achieve, so our conversation can be focused and meaningful.

Complete and submit the form below OR download a PDF version. If you select the PDF, you may print it and email the completed form to us.

You can rest assured that our SSL (Secure Socket Layer) license will ensure your information will be sent securely. This 256-bit technology is the industry standard for sending sensitive information on an internet browser.

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The information will be kept strictly confidential

Personal Information

Spouse or Partner

Do you have a spouse or partner?

Contact Information

Housing Information

Do you have dependants?

Car Payments

Financial Information Summary

* Non-Registered Investments, Cottage, Rentals, Land.

Do you have a working monthly budget?
Did you receive a tax refund last year?
Do you have updated Will(s)?

Your Financial Priorities

In order to best customize our agenda to your needs, please check the areas you would like to focus on:

Thanks for Submitting!

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