T (604) 729-7934

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Establish the client-planner engagement

Gather data and determine
your goals and expectations

Clarify your financial status & identify problems and opportunities

Develop and present

the financial plan

Implement your
financial plan

Monitor your
financial plan

• Notice of assessment from Revenu Canada
  
  
• Annual statements of your existing investments
  
  
• Copies of your existing  life, disability, critical illness and other insurance contracts
  
  
• Booklet describing the
  group insurance provided by your employer