Confidential · About 10 minutes

Client intake

Your privacy: There’s no database behind this form. It asks only for your name, current life insurance, and basic figures like your TFSA balance and room. Your answers go to me, your advisor, and live in a private link that reopens your completed form. Only you, me, anyone you share that link with, and anyone looking over your shoulder can see them. Nothing here is an application for insurance.

Don't fill this out if you're human:

Your name

Phone number Email Preferred contact method

Your age

Annual personal income from all sources

Would you like your file to be householded with a spouse?

Yes No

Person 2

Spouse's name Spouse's age Spouse's annual income from all sources

Number of dependants

Mortgage balance Combined other debts, if any

Person 1 — coverage already in force

In-force life insurance In-force critical illness In-force disability (monthly benefit)

Person 2 — coverage already in force

In-force life insurance In-force critical illness In-force disability (monthly benefit)

Desired retirement age

Person 1 accounts

TFSA balance TFSA available contribution room TFSA monthly contributions RRSP balance RRSP contribution room RRSP monthly contributions Non-registered balance Non-registered monthly contributions

Person 2 accounts

TFSA balance TFSA available contribution room TFSA monthly contributions RRSP balance RRSP contribution room RRSP monthly contributions Non-registered balance Non-registered monthly contributions

If you want to leave your family a legacy, how much?

Leave blank or enter 0 if you do not want the plan to keep a legacy balance.

Investor profile

Not sure? The investor questionnaire (opens in a new tab) finds your profile in about 5 minutes. Choosing a profile sets the return rates below.

Estimated rate of return while saving (%) Estimated rate of return in retirement (%) Province

How this information is handled

What you enter here is shared with me, Ethan Marchand, Managing Advisor, Client Services at Advisor Strategies, so I can prepare for our conversation. Submitting this form emails those details to me. That message is how I receive them.

Your plan link holds the same details in the web address. Anyone you give that link to can open those entries. Printing the plan gives you a copy to keep. This website does not keep an account for you, and closing the tab leaves nothing saved in the browser.

Thank you. Your details were sent securely. You can open the financial plan with your answers already filled in.

See the plan

Recommended next step

Complete the investor questionnaire

Ten quick questions that measure your comfort with investment risk and point to a recommended portfolio mix. About 5 minutes.

Start the investor questionnaire