7150 Hawthorne Dr. Unit 104
Windsor, ON, N8T 3N3
Phone: (519) 974-6688
Toll Free: +1 866-973-4846
Fax: (519) 974-7192
If you would like us to look at your current financial situation, it would be helpful if we could get some idea of what you have accomplished so far. Please complete the following questionnaire and bring it to our initial meeting.
Name:_______________________
Do You Have... | Client | Spouse |
| A Will? | ||
| A Power of Attorney | ||
| A Living Will? | ||
| Dependent Children? | ||
| Emergency Funds? | ||
| Education Funds? | ||
| A Pension Plan? | ||
| Disability Insurance? - Personal | ||
| - Work | ||
| Life Insurance? - Personal | ||
| - Work | ||
| RRSP Assets? | ||
| Non-Registered Assets? | ||
| Mortgage Insurance? | ||
| A Mortgage? | ||
| Market Value of Home? |
| Have You Completed... | ||
| Retirement Income Projections | ||
| A Review of Your Pension Plan Options | ||
| Retirement Planning | ||
| Estate Planning | ||
| Money Management | ||
| Investment Planning | ||
| An Income Tax Assessment |
| Investment Parameters | Client | Spouse |
| How would you rate your risk tolerance? (1 is low - 10 is high) | ||
What is your expected rate of return? A) Now?
B) When Retired?
Financial Focus
What are the three major financial areas that you would like us to focus on?
1)________________________________________________________
2)________________________________________________________
3)________________________________________________________
The contents of this website do not constitute an offer or solicitation for residents in the United States or in any other jurisdiction where either Seguin Financial Group and/ or Sterling Mutuals is not registered or permitted to conduct business. Mutual funds provided through Sterling Mutuals Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus carefully before investing. Mutual funds are not guaranteed, their values fluctuate frequently, and past performance may not be repeated.
Insurance products, and other related financial services are provided by Seguin Financial Group as independent insurance agents, and are not the business of, or monitored by Sterling Mutuals Inc.
For more information, click on the following: Legal Information, Privacy Policy and Client Complaint Procedures.
