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I like the way Seguin Financial always asks for my input and fully involves me in the decision-...

Nick Cardone

7150 Hawthorne Dr. Unit 104
Windsor, ON, N8T 3N3

Phone: (519) 974-6688
Toll Free: +1 866-973-4846
Fax: (519) 974-7192

Financial Planning Questionnaire

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.




Do You Have...

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 ParametersClientSpouse
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?




Mutual funds are offered through Manulife Securities Investment Services Inc. Insurance products and services are offered through Seguin Financial Group Ltd. Seguin Financial Group is a trade name used for both mutual fund & Insurance business activities. Banking products and services are offered through referral.