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Pre-Appointment Review - Page One

PERSONAL INFORMATION



CONTACT INFORMATION



FINANCIAL ADVISOR

Name of your financial advisor?


PLEASE DEFINE THE IMPORTANCE TO YOU OF EACH OF THESE GOALS?

If your family depends upon your employment income, depends upon you in your role within the family to support the employed partner, or you own shares of a private corporation, do you agree that it’s a priority to protect your family in the case of an unexpected health or life event happening to you?


If you plan to pass your family business, summer home or other important asset to the next generation, would you like some guidance in how to afford that succession?


Would you like to understand how to preserve and slowly grow some of your savings over the next 10-15 years with a low risk alternative investment?


Would you like to reduce or eliminate some of your current and future taxes using standard tax breaks beyond the RRSP and TFSA?


Do you have a desire to protect the privacy of some of your financial and legacy plans?


CLICK THIS BUTTON TO SUBMIT THIS INFORMATION TO LEGATO
* For a healthy, non-smoker applicant under 60 years of age. 
Higher levels of insurance coverage are available. 
For privacy protection, this information directly connects into our business management system (Salesforce.com).  
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