Caring for Clients Inc.

Thank you for your interest in Caring for Clients. For more information on our services and professional backgrounds, please feel free to review the Who We Are section.

For us to determine how we can help, please answer the following questions:

Name:
Address:
Telephone:
Email:
Date of Birth:
Spouse's Date of Birth (if applicable):

1. Reason for your interest in Caring for Clients:
(indicate numerically in order of importance any that apply)

Cash flow management

Debt reduction

Retirement planning

Investment advice and management

Minimizing taxes

Planning your Estate

Charitable giving

Education funding

Purchase or sale of real estate

Other; please describe:

2. Will you be accompanied by your spouse/partner: Yes No

3. Will any other family members be involved in the financial planning process? Describe:

4. Do you currently have a financial adviser? Yes No

If yes, from which service provider: (check all that apply)

Bank

Investment Broker

Investment Counsellor

Insurance Agent

Accountant

Family Member

Other:

5. What of your objectives are currently not being met by your present advisor(s)?

6. If your new service provider could meet your primary objective(s), what would that be?

As a final step, please download and complete this Net Worth Statement, then e-mail it to us. Be sure to include your name as it appears above so we may cross-reference it with your submitted information.

Thank you!