Client Discovery Forms

The following forms may be printed out and submitted directly to us in person at any of our local ofices.

Client Profile
Help us to discover more about you. Knowing our clients helps us to create the right plan for each individual.

Investment Voyageur
This questionnaire allows us to analyze your risk tolerance when it comes to investing.

The Life Insurance Score Card
Are you adequately covered? We use this form to give a general idea of the coverage you need.

Lifestyle Questionnaire
To help you clearly understand your current situation, try taking the Financial Report Card. Upon receipt, we work with you to provide more detailed analysis.

The Business Report Card
If you are a business owner, try taking the Business Report Card to help you clearly understand your company's current situation.

For your convenience, you also have the option of sending us an e-mail. Please note that no e-mail is 100% secure. We ask that you only provide us with your contact information and your question. Do not include sensitive information such as income or social insurance number.