The Greenwood Centre
3200 Deziel Dr. Suite 210
Windsor, ON, N8W 5K8
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)________________________________________________________
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.
