Getting to Know Each Other and Taking Information

During our first meeting, we want to get to know you better. The better we know your situation, the better we will be able to tailor our advice. What expectations do you have in regards to your financial planner? What previous experiences have you had with the financial field? Where do you want to go?

This first meeting is also an opportunity for you to learn more about us: we show you the limits of our areas of expertise in accordance with our license and we explain our business relationships with our partners and summarize the role of every one of them. We will also inform you of the provincial and federal regulations and agencies that protect you.

Then, we will fill out your personal financial inventory to have a complete overview of your situation. We will ask you questions about your family and legal situation, your assets and debts, your income and expenses, your life and disability insurance coverage, your financial and retirement goals, and your companies or trusts.

Preparing for the meeting

We suggest you have the following documents in hand during this meeting:

  • Your personal tax returns (most recent)
  • Your Federal Notice of Assessment (most recent)
  • Up-to-date statements of your investments
  • Up-to-date statement of your pension fund
  • Up-to-date statement of your personal insurance policies
  • Statement of mortgage and other debts
  • Financial statements of your companies
  • Your will

Following this interview, we will be ready to develop a financial plan in line with your goals and needs.