Fauth Financial Information Request

If you would like more information on any of the following topics, please check the applicable area(s):

Investments:
Review your current Investment Portfolio
RRSP Deposit – Lump Sum or Monthly
Non-Registered Deposit – Lump Sum or Monthly
Investing
Tax-Free Savings Account

Investing:
Mortgages
Real Estate/Land
Managed Portfolios
GIC's/T-Bills
Bonds
Flow-Thru Shares
Tax Sheltered Investments
Limited Partnerships
Debentures

Business/Corporate:
Individual Pension Plan (IPP)
Retirement Compensation Arrangement (RCA)
Review your Pension Plan
Business Succession
Employee Benefits
Employee Profit Sharing Plan (EPSP)
Group RRSP
Buy/Sell Agreement

Retirement Needs:
Complete a financial plan
Review your financial plan

Insurance:
Review your current Life Insurance Portfolio

Receive information or illustrations on:
Life Insurance
Critical Illness
Long Term Care - Elder Care
Disability Insurance - Insure your annual income
Registered Disability Savings Plan (RDSP)

Estate Planning:
Will
Living Will
Powers of Attorney

Estate Succession:
Living Trust, Remainder Trust, Alter Ego Trust
Leave a Bequest (Charitable Gifting)

Education: Savings for Children or Grandchildren:
Registered Education Savings Plan (RESP)
In Trust For Account (ITF)

Chamber of Commerce Employee Benefits:
Plan Information
Benefit Quote

Tax Strategies:
Business
Individual

Professional & Strategic Alliances - Refer To:
Lawyer
Accountant
Mortgage Broker
General Insurance

Please indicate the best time of the day to contact you:
Morning
Afternoon
Evening
Any Time

First Name:

Last Name:

Email Address:

Phone:

Comments or Suggestions: