Broker Check

Checklists for Clients

Advisor Evaluation Checklist

Here we have provided a blank checklist that will assist you in your journey to find an advisor with the character, competence and chemistry that aligns with your specific needs.

Click here for checklist

Financial Planning Checklist

Below we have provided a list that outlines the documents and forms to have with you during our first meeting. It will help you establish what items are of most importance to you and your specific needs.

Click here for the checklist

Mortgage Application Checklist

Below we have provided a checklist that outlines the common items needed when applying for a mortgage.

Click here for the checklist