Financial
Advisor Checklist
- What to Bring to Your Meeting:
- A notepad and pen for taking notes
- Statements of any current investments
- A recent pay stub
- A mortgage statement if you have one
- Insurance plan policies and account numbers of current
investments
- Identification
- Past tax returns and Notices of Assessment
- A list of your investment objectives
- Your thoughts about your risk tolerance
- Your bank account statement
- Your cheque book (voided cheques are required to set
up any pre-authorized cheque withdrawals)
- A list of questions for the advisor, such as:
- How much should I contribute to my RRSP each year?
- What asset allocation do you recommend for me?
- What rate of return should I expect from my portfolio?
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identifying the personal wealth management lines of business
offered by Manulife Financial and its subsidiaries in Canada.
As one of Canada’s largest integrated financial services
providers, Manulife Investments offers a variety of products
and services including segregated funds, mutual funds, annuities
and guaranteed interest contracts. Manulife and the block
design are registered service marks and trademarks of The
Manufacturers Life Insurance Company and are used by it and
its affiliates including Manulife Financial Corporation.
Commissions, trailing commission, management
fees and expenses all may be associated with mutual fund investments.
Please read the prospectus before investing. Mutual funds
are not guaranteed, their values change frequently and past
performance may not be repeated.
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