To help prepare for the initial meeting we ask clients complete a Fact Finder and return it by email or fax before the meeting.  To the meeting clients bring the documents that relate to their areas of concern, such as as their last tax return and Notice of Assessment, investment statements, pension statements, budgets, net worth statements, loan documents, and insurance policies.  We use the Fact Finder as a starting point to quickly identify areas of need, and to clarify financial goals and retirement lifestyle plans.

Download either the Fact Finder PDF or the Fact Finder spreadsheet.