Disclosure Engagement Letter
February 2022
For financial planning clients:
I abide by a code of professional ethics requiring me to provide the terms of my financial planning engagement to you in this letter, which I will ask you to sign if and when we meet. Click here for the PDF file:
Financial Planning Engagement Disclosure Letter
Blair Corkum, CPA, CA, R.F.P., CFP, CFDS, CLU, CHS holds his Chartered Professional Accountant, Chartered Accountant, Registered Financial Planner, Chartered Financial Divorce Specialist as well as several other financial planning related designations. Blair offers hourly based fee-only personal financial planning, holds no investment or insurance licenses, and receives no commissions or referral fees. This publication should not be construed as legal or investment advice. It is neither a definitive analysis of the law nor a substitute for professional advice which you should obtain before acting on information in this article. Information may change as a result of legislation or regulations issued after this article was written.©Blair Corkum