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Meet an Advisor

You can call us at 1-800-577-9594

By answering a few quick questions, you'll be directed to an advisor in your area who will take the time to understand your needs.

How much do you have available to invest?

Use the slider to set your total investable asset level. (Please include any existing investments as well as cash, Guaranteed Investment Certificates (GICs), and assets you hold in Retirement Savings Plans (RSPs), Retirement Income Funds (RIFs), Registered Education Savings Plans (RESPs) and Tax-Free Savings Accounts (TFSAs). Excluding the value of your real estate holdings)



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What to bring to your first meeting

At your first meeting, your advisor will take the time to understand you - your personal situation, current financial circumstances, immediate priorities and longer-term goals. You can help facilitate the conversation by bringing the following financial documents along with you:

  • Your most recent income tax return and Notice of Assessment
  • Current pay stub with group retirement plan information
  • Other retirement information (RSPs and annuities)
  • Insurance policy information
  • Credit card statements
  • Investment account statement(s)
  • Copies of your will, power of attorney and any other estate planning materials

Building for the future
Deborah & Gregory's story

  • Investable assets, excluding family home: $150,000
  • Financial goal: Saving while paying off their debts

Planning for retirement
Dominique's story

  • Investable assets, excluding real estate holdings: $650,000
  • Financial goal: Having enough saved as she approaches retirement

Leaving a legacy
Lin and Dave's story

  • Investable assets, excluding real estate and business assets: $2.8 million
  • Financial goal: ensuring their portfolio and estate affairs are being professionally managed and protected