Financial Advice Questionnaire
Please fill out the form below.
Partner (if applicable)
Where in Toronto are you located?
Agent Name (if applicable)
Agent Email (if applicable)
Financial Questions Below
Answer to the best of your abiity.
How has the current economic state affected your current financial situations and your savings/investments??
Has your investment portfolio been negatively affected by the economic instability?
Did you have any specific plans this year that have been put on hold due to the current market change which you were planning on?
(ie: retiring? Sending kids to college? Buying your first home, etc)
How has the change in your investment portfolio affected your future plans?
Do you currently work with a financial/investment advisor?
Would you say you have a good relationship with your financial advisor?
Do you feel more at ease with everything once you speak to them?
Please upload a photo of yourselves.