I would like to completely understand your current situation so that I can provide a comprehensive financial plan that is right for you. Only after a thorough analysis is conducted of your existing portfolio, present situation, past experience and future goals, will I create a customized solution in the form of a detailed financial plan.
Please complete the attached worksheet and bring the accompanying documents to our first meeting. The advanced preparation can help you and your spouse articulate your financial needs more clearly and ensure we make good progress in our first session. Should you need any help preparing this work sheet, please give me a call.
5220 Dublin Way
Suite 102
Nanaimo, BC
V9T 0H2
T: 250-729-2850
F: 250-824-0519
TF: 1-888-583-4635
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Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc.
Securities-related products and services are offered through Raymond James Ltd., Member of the Canadian Investor Protection Fund.
Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member of the Canadian Investor Protection Fund.
Raymond James Trust Services are offered by Raymond James Trust (Canada) in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario, and by Raymond James Trust (Québec) Ltd. in the province of Québec. Both entities are wholly owned subsidiaries of Raymond James Ltd. Trust Services are not covered by the Canadian Investor Protection Fund.
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