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What is the main reason you want to speak with a financial advisor?

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What are your top 2 financial goals?

11.

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12.

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13.

Question 13

What did you learn about money growing up?

14.

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What investment programs are you using now? (Choose all that apply)RRSPsTFSAsRRSP from WorkNon-RegisteredRESPsOther

15.

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How would you like to distribute your money when you pass away?

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