As a new or prospective client I would like to welcome you and thank you in advance for selecting us as your Wealth Advisors and Investment Management Team. It is an honour to help you navigate strategies and investment vehicles to help you simplify your financial affairs.
I have created a fillable form that will assist in document preparation and account opening procedures. This file can be printed and faxed to me at (403)317-4333 or it can be e-mailed securely to firstname.lastname@example.org
. If you would like to send via secure webmail, please phone me at (403)317-4304 to receive a password and instructions.
If you have questions, comments or would like to simply talk about the markets, please contact me by phone or email to arrange a time.