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Call today to arrange a meeting.
1 (902) 393-1248
P.O. Box 1201     Charlottetown, PE     C1A 7M8
T: (902) 393-1248 (direct)     CorkumFinancial@pei.sympatico.ca     www.CorkumFinancial.ca

Financial Planning Questionnaire

This questionnaire is for use at your meeting with Blair Corkum Financial Planning Inc.

You do not have to answer all the questions, but providing as much information as possible may allow us to help you more. Item #11 is essential. Bring this completed form with you to your counselling session along with your most recent personal tax return as well as any recent employer pension, CPP and investment/RRSP statements that you may have.

All information will be held in the strictest of confidence.

 

Click below for the questionnaire in PDF format:

Introductory Meeting – Financial planning questionnaire

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.┬ęBlair Corkum