Client Agreement

Scope of Services

Financial planning, insurance, investments, and mortgage consultation.

Client Responsibilities

Provide accurate and complete information.

Compensation Disclosure

We may receive commissions from financial institutions.

Risk Acknowledgement

Investments carry risk. Mortgage approval is not guaranteed.

Privacy

Your data is protected under Canadian laws (PIPEDA).

Consent

By signing, you agree to terms and communication.

Signature

Client Name Signature Date