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Heavy Machinery Parking Area

Group RRSP Application

Please complete the form below and book a follow-up meeting. 

Years of investment experience?
Would you like to open additional accounts? (TFSA, RESP, LIRA)
Preferred meeting method?
Investment knowledge?
Would you like to contribute additional funds?

Additional questions regarding your investment mix

How would you classify your overall financial situation?
Which statement best describe your approach to investing?
Which of the following best describes your level of comfort with investing?
Which portfolio illustrated below represents a portfolio you would feel comfortable with?
If your investments dropped in value, how long would you be willing to wait for your portfolio to regain its initial value?
Which statement best describes the total returns you would like your investments to achieve?

Thank you! We’ll be in touch.

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