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Mark Lotocky
Lenore Davis
Howard Dixon
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Book a Meeting
The first step in your financial plan is to book a complementary 45-min discovery meeting so we may learn more about your goals, needs and concerns.
Please complete the following form and one of our financial planners will reach out to begin the process.
Name
Email
Phone
Co - Client
Age Bracket
Under 20
Between 20 and 40
Between 40 and 60
Over 60
Areas of Discussions
Cashflow
Tax Effectiveness
Investment Analysis
Insurance Review
Real Estate Questions
Coroprate Efficiency
Estate Planning
Retirement Planning
Other
Accounts and Assets owned
Principle Residence
Rental Real Estate
Other Real Estate
Corporation(s)
Pension(s)
RRSP(s)
TFSA(s)
RESP(s)
RDSP(s)
Non-Regsitered Investments
Other
Employment Status
Student
Employee
Self-Employed
Retired
What was going on in your life that brought you to book a consult about your finances today?
Any other information we should know?
Send
Thanks for submitting!
We will be in contact soon
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