332 Central Avenue
London, Ontario N6B 2C8
Phone: 519-679-2580
Fax: 519-679-2508
 
  We commit to ongoing "face-to-face" financial planning reviews to produce optimum results  
 
 
 
 
 
         
       
   
   
   

Help us serve you better by keeping your records up-to-date. 

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Your Information

*First Name: 
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Current Investment Portfolio

Is your Investment Portfolio under-performing the markets?
     - are you over-diversified; can't react in time?  

Max-out your RRSP contributions?
     - are you missing opportunities to retire earlier?

Work pension and RRSPs; what is your income from both?
     - have you forecasted both?
     - is the combined income enough?

Opportunities to properly correlate a diversified investment portfolio?
     - are your investments properly diversified?
     - are they all very similar and not properly diversified?

Does your investment portfolio match your risk tolerance?
     - are you invested too aggressively?
     - are you invested too conservatively?

 

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