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Financial Planning Questionnaire

The more information that you can provide us with, the more accurate we will be in capturing your current financial snapshot and creating a comprehensive plan for you/your family.

All information is held strictly confidential and will only be used to identify opportunities, potential issues, and recommended solutions. We will help you determine your family’s needs and guide you in choosing the most appropriate plan for a secure future.

Along with answering all of the questions in the pdf download document, we would also require that you provide us with a copy of:

  • Last year’s tax return
  • Canada Revenue Agency’s most recent notice of assessment
  • Copy of wills and power of attorneys
  • All insurance policies


Personal Goals and Objectives

Goal Setting

Sometimes we dream about where we want to go, but we don’t have a map to get there...

Develop goals in all areas of your life and write them down in full detail

Fear of failure sometimes keeps us from setting goals. Here are some great ways to think about goal setting:

  • If I knew I could not fail, I would...
  • I feel most joy in my life when...
  • If I didn’t need to earn money...
  • I release stress by...
  • If I could do anything in the world, it would be...

Think in the here and now, but also 5, 10, even 20 years down the road...

  • Where do you see yourself?
  • Where do you see your family?
  • What goals do you have for your children, grandchildren?
  • Do you plan to travel?
  • After retirement, will you still work part-time?
  • Perhaps volunteer? Look after your grandchildren?


...Dream big!



Click here and list your dreams and goals


Implementing a retirement, estate, and any other form of financial plan may consist of investing in mutual funds, insurance products (such as segregated funds) and other financial instruments. Prospective investors should always obtain a copy of the offering documents in respect of each investment product (such as prospectus, information statement or folder, insurance contract, etc.), and read it carefully, including discussion of any risk factors, fees, expenses, terms, conditions and restrictions. Consult your personal tax and legal advisor before investing.