Please complete this initial questionnaire to help us prepare for our meeting Start What are your financial goals (select all that apply)? Having a better understanding of my investmentsGaining knowledge on personal financePlanning for my retirementReducing income taxesCreating a budgetEnsuring that my family is taken care of in the event of disability or pre-mature deathPaying down your mortgage or other debtOthers Previous Next 33% completed What types of accounts do you currently have (select all that apply)? Chequing accountSavings accountRRSPTFSALIRARRIFLRIFCorporate investment accountRESP Previous Next 66% completed What type of investments do you currently hold (select all that apply)? CashMutual fundsETFsStocksBondsGICsRental PropertyOthers Previous 100% completed
