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TriDelta Financial Planning Questionnaire

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TriDelta Financial Planning Questionnaire from Anton Tucker

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TriDelta Financial is a comprehensive financial planning firm focused on you. Our goal is to help you meet your lifestyle goals and aspirations

Our role is to provide you with financial advice on a broad range of issues including investments, insurance, cash/debt management, estate and retirement planning.

We believe that to be happy you must have dreams. Success however generally requires a plan. It is with this in mind that we partner with you to develop, implement and monitor the plan to ensure your dreams become a reality.

Please take the time to complete the attached questionnaire and attachments. The information gathered will remain confidential and is a vital first step in laying the framework for your personal financial plan. The attached questionnaire should be accompanied by copies of the following statements where applicable:

1. Investment statements
2. Mortgage & Loan / Line of credit statements
3. Summary page of insurance policies
4. Notice of Assessment (NOA) - provided after your last tax filing
Client Personal Information
Name
First Last
Address
Street Address City Province Postal Code
Home Phone
Bus. Phone
Email
Birth Date
SIN
Citizenship
Marital Status
- Single
- Married
- Common Law
- Separated
- Divorced
- Widowed
Employment
- Employed
- Self employed
- Owner of incorporated business
- Retired
- Other (e.g. Homemaker)
Occupation
Company
Health (Rate 1 as Excellent and 5 as Poor)

Co-Client Personal Information
Name
First Last
Address
Street Address City Province Postal Code
Home Phone
Bus. Phone
Email
Birth Date
SIN
Citizenship
Marital Status
- Single
- Married
- Common Law
- Separated
- Divorced
- Widowed
Employment
- Employed
- Self employed
- Owner of incorporated business
- Retired
- Other (e.g. Homemaker)
Occupation
Company
Health (Rate 1 as Excellent and 5 as Poor)

Children / Dependents
Children / Dependents

Please list the names, genders and dates of birth of your children and grandchildren.
RESP ($)
Trust ($)
Will
Do you have a will?
When was it last updated?
Do you have a power of attorney for property and personal care?

Goals
Please identify the goals that are most important to you.
Goals
- Ensure a comfortable retirement
- Reduce taxes payable
- Provide for a child’s education costs
- Reduce mortgage
- Reduce credit card and other personal debt
- Protect income in the event of disablity or death
- Fund an annual vacation/cruise/trip
- Ensure estate is in good order for heirs
- Preserve estate assets for heirs
- Create a legacy for others
Your Two Greatest Wishes
Wish 1.
Time Horizon
Considerations
Wish 2.
Time Horizon
Considerations
Your Biggest Concern
What is the one concern most likely to keep you awake at night?

Financial Information
Cash Flow - Are you in control of your cash flow?
Investment - Do you have a plan in place?
Credit - Is your debt structured efficiently and cost effectively?
Protection Insurance - Are you adequately covered?

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Meet Paul Simon, our Investment Counsel’s VP of Fixed Income. Paul is a graduate of the University of Toronto, where he specialized in Economics and earned his Bachelor of Commerce degree in 1999. Paul entered the asset management industry the same year with CI Mutual Funds Inc.

In 2001, Paul joined the Signature Advisors division of CI as an Analyst and Trader and progressed quickly within the team as it grew its asset under management. He became a Currency and Derivatives Analyst and Trader in 2003 and assumed management responsibility for all money market mandates. In 2004, Paul became a fixed income analyst and added to his certifications, earning his Chartered Financial Analyst (CFA) and Financial Risk Manager (FRM) designations. Paul was promoted to Vice-President and Portfolio Manager, Fixed Income and Currencies in 2006 and over time became lead or co-lead manager for many fixed income and multi-asset class strategies including CI Signature Canadian Bond Fund, CI Signature Canadian Balanced Fund and Signature Global Income & Growth Fund.

In his spare time Paul is a sports fanatic whose favourite team is the Toronto Blue Jays and participates in football, softball, snowboarding and other activities year-round. He also enjoys travelling and has visited more than 40 countries.

You can contact Paul at paul@tridelta.ca ... See MoreSee Less

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Tel: 416-733-3292 ext. 221
E-mail: tedr@tridelta.ca
2 Sheppard Avenue East, Suite 410
Toronto Ontario M2N 5Y7
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