Stonehaven | Your Most Trusted Advisor

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Name:

Phone:

Email:

Name of my financial planner:

I would like to meet to discuss: (check all that apply)

Planning:

	Personal Financial Planning
	Corporate Financial Planning
	Estate Planning
	Investment Management
	Risk Management
	Tax Planning
	Mortgage Planning
	Family Council

Products and Strategies :

	GICs
	Flow Through Shares
	Bonds
	ETFs
	Stocks
	Limited Partnerships
	Mutual Funds
	Individual Pension Plans
	Life Insurance
	Will(s) and Power(s) of Attorney
	Exempt Life Insurance
	Employee Benefits
	Critical Illness Insurance
	Shareholder Agreements
	Disability Insurance
	Leveraged Investment
	Long Term Care Insurance
	General Investing (RRSP, RESP, RIF/LIF, Pension, Non-Reg, ITF, Corp)