Financial Planning Resources
What to Bring
Account Setup
A quick list of items needed to verify your identity and set up secure standing payment instructions.
Download Form
New Client Financial
Planning Data Form
A simple form to provide your financial details and assess your risk comfort level for personalized planning.
Download Form
Personal Finance
Organizer
A user-friendly, easy-to-read tool for organizing your key financial information in one place.
Download Form
Frequently Asked Questions
Do I need to be an Existing Tax Client to receive Financial Planning advice ?
No, Anyone can receive financial planning services with us, whether or not we prepare your tax return.
What is the total Value of assets you require for new clients?
We do not have a strict asset minimum. We take on clients on a case-by-case basis, because no two financial situations are the same.