meeting

When we first meet we’ll review your current situation and talk about your long-term goals and expectations. It is an important dialogue and you should feel comfortable asking any questions you wish. You will receive straightforward and honest answers in return. When we talk again we will have developed a set of recommendations for a comprehensive, long-term financial plan encompassing the entire scope of your financial needs.

A less formal but equally important aspect of our first meeting is getting to know one another. We are beginning a special relationship where trust is critical. We realize that discussing finances is always sensitive and personal, but not always easy. We want you to feel comfortable at all times, and confident that we are committed to your financial well-being.

We look forward to meeting you.

We are licensed to serve clients in British Columbia, Alberta and Ontario. If you live outside of these jurisdictions, please contact the Canaccord office nearest you.

Meeting Requests: *

Portfolio Review

Other (Please specify)

First Name: *

Last Name: *

Province: * - Select -AB - AlbertaBC - British ColumbiaManitoba Newfoundland and Labrador Nova Scotia Northwest Territories Ontario Prince Edward Island Quebec Saskatchewan Yukon

Phone Number: *

Email Address: *

Household investable assets: *

Under $250,000

$250,000 to $500,000

$500,000 to $1 million

$1 million to $5 million

$5 million +

Are you an accredited investor?: *

Yes

No

Not sure

Communication Preference:

Email

Phone

Comments:

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