Financial & Tax Health Assessment

Prometheus Private Advisory Group

info@ppagroup.ca

Mary

mary.mendoza@ppagroup.ca

Ken

ken.feng@ppagroup.ca

Erin

erin.peng@ppagroup.ca

Denny

denny.chou@ppagroup.ca

Ben

ben.chan@ppagroup.ca

Gwen

gwen.do@ppagroup.ca

Max

max.beckerpos@ppagroup.ca

Phil

philip.tsai@ppagroup.ca

01.

What's your name?

02.

Your email address

03.

What's your phone number?

04.

What’s your profession or occupation?

05.

Your age range?

06.

What's your income range?

07.

What's your approximate net worth range?

08.

How confident are you with your finances?

09.

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

10.

What are your top 2 financial goals?

11.

What are your top 2 financial challenges?

12.

What have you tried so far to overcome those challenges?

13.

What did you learn about money growing up?

14.

What investment programs are you using now? (Choose all that apply)

15.

Do you have an incorporated practice?

16.

Do you have anyone who depends on you financially?

17.

What charitable causes most resonate with you? And why?

18.

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

19.

How did you find this assessment form?

20.

What's your preferred method of contact?