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To request a personalized financial plan tailored to your needs, we ask that you complete a Personal Investment Profile and Client Information Profile.
Simply download the following two Adobe PDF files, print them and fill them out to the best of your ability and then mail or fax them to us (our contact info is here).
After we have received the questionaires we will prepare the custom financial plan for you at no cost or obligation. If you would like a copy of Garry Duncans book, "Canadian Residents Abroad", make sure to put a checkmark in the box at the top of the Client Information Profile.
Remember, your personal information is kept in the strictest of confidence.
The above newsletters are in Adobe Acroat format. You will need the free Adobe Reader to view it. You can download the free Adobe Reader file here. Simply save the file to your Desktop and double click it to install the plug-in.
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Canadian Investment Consultants • #1010 - 1130 West Pender Street • Vancouver, BC V6E 4A4 Canada • Tel: 604.436.3556 • Fax: 604.436.3506