We are members of both the Institute of Advanced Financial Planners (IAFP) and the Financial Planners Standards Council of Canada (FPSCC). This means we are required to use the Six Step Planning Process and to draft an Engagement Letter prior to commencing any planning activities.
Providing this information allows us to assess your overall financial situation and will not only allow us to assess the issues you feel are important, but it may help us identify very important issues you may have overlooked. For example: you may be concerned about the performance of your portfolio but we may notice that you don't have a will, a power of attorney or adequate insurance. Whether you choose to act on this information or not, we will bring it to your attention.
Once you have completed the form, you are ready to book an appointment with us. Please forward a copy of your completed form so we can assist you faster.