FSG Client Introductory Meeting Kit

 

Please click on the following pages as an introduction to FSG Wealth Management:

 

 

Things To Bring To Our First Meeting:

 

When we meet, we will need to collect information from you that will enable us to gain a detailed understanding of your current financial situation. To assist us with this process, please bring the following information along with you to our first meeting:

 

  • Your personal tax return from the latest year
  • Investment statements or a list of all your investments
  • Life insurance contracts
  • A list of assets
  • Copies of wills and powers of attorney
  • Business or shareholder agreements
  • A copy of your previous financial plan, investment policy, and/or portfolio recommendations
  • Completed Portfolio Questionnaire

Mutual Funds Provided Through FundEX Investments Inc.

252 Pall Mall Street, Suite 104,London, Ontario N6A 5P6
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