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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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TriDelta Q2 Report – The Fed to the Rescue
What Happened to the Preferred Shares Market?
The Spousal RRSP – Does it still have a place in Retirement Planning?
Financial Post columnist (Rechtshaffen) shows how many Canadians can afford Retirement Homes
Financial Post/Rechtshaffen: How wealth advisors provide a significantly higher value service for core clients than roboadvisors

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TriDelta Financial - Toronto
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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TriDelta Financial - Oakville
Tel: 905-901-3429
E-mail: anton@tridelta.ca
146 Lakeshore Rd. East, Suite 200
Oakville, Ontario L6J 1H4
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E-mail: arlene@tridelta.ca
10215 178 St NW, Suite 18
Edmonton, Alberta T5S 1M3
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