Interactive Meeting Notes Form
Date
Time
Location
Advisor
Requested by
Client Name
Co-Client Name
Corporation Name
Liquid Assets ($)
Fixed Assets ($)
Liabilities ($)
Total Net Worth ($)
(Before Dealer Fee)
Dealer Fee
Total ($)
Advisor Agenda Items
Select Advisor Agenda
Update Goals
KYC Update
Risk Assessment Review
Investment Portfolio Review
Client Agenda Items
Select Client Agenda
Mortgage Protection
Tax Preferred Investing
Estate Planning
Retirement Planning
Insurance Review
Select Insurance Review
Life Insurance Review
Critical Illness Review
Disability Insurance Review
Wealth Review
Select Wealth Review
Investment Review
Cash Flow Management
TFSA Contributions
Planning Opportunities
Select Planning Opportunity
Retirement Planning
Estate Planning
Education Funding
Investment and Service Review
Are your current investments meeting your goals?
Yes
No
Are you satisfied with the service you are receiving?
Yes
No
Meeting Preferences
How often would you like to meet?
Annually
Semi-Annually
Biennial
Preferred Meeting Method
In-Person
Zoom
Phone Call
Preferred Communication
Email
Text
Phone
Preferred Signing Method
Office Signing
Digital Signing
Complimentary Services
Retirement Planning
Estate Planning
Cash Flow Management
Risk Planning
Trusted Contact Person (TCP)
Would you like to update/add TCP?
Yes
No
Fund Switch Instructions
Any Fund Switch Instructions?
Yes
No
Action Items
Final Summary / Additional Notes
Download PDF / Print
