D o l e z a l

C o n s u l t a n t s  Ltd.

Independent Advisor, Wealth-Creation

    

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DATA COLLECTION

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The Smart Canadian Wealth-Builder

E-Mail Peter

 

 

 

 

DATA COLLECTION

Immediately after an engagement agreement is entered into Dolezal Consultants will provide an easy-to-follow Data Collection Framework, which will assist the client in collecting and providing the information needed for the development of a comprehensive Financial and Investment Plan.

While the forms provided will allow the client to complete much of the information on his own, some questions will require discussion prior to finalization. Peter Dolezal will attend to assist the client in this exercise.

The Framework will include detailed insights into the client’s:

  • Shorter and Longer-Term Financial Objectives

  • Current Net Worth – Listing of all Assets and Liabilities

  • Current Cash Flow – Disposable Income and Expenditures
  • Real Estate Holdings

  • Current Mortgages

  • Life, Disability, and Other Personal Insurance

Various Savings Vehicles, including:

  • Bank Accounts
  • Tax-Free Savings Accounts (TFSAs)
  • Education Savings Plans (RESPs)
  • Registered Retirement Savings Plans (RRSPs)
  • Registered Retirement Income Funds (RRIFs)
  • Non-Registered Investment Accounts

 

Investment Risk Tolerance Level

All Investment Portfolios

All information collected will be held in the strictest confidence by Dolezal Consultants. It will be used solely as a key input for the construction of a draft, recommended Financial and Investment Plan for the client.