Data Collection
Collecting Your Data
Immediately upon receiving a request for a "No-Cost, No-Obligation" meeting, Dolezal Consultants Ltd will provide an easy-to-follow Data Collection Framework, which will assist the potential Client in gathering the information required for the detailed development of a comprehensive Financial and Investment Plan.
While the initial Data Collection will allow the potential Client to independently provide many of the necessary facts and figures, further detail and clarification will be discussed in person prior to commencement of the project. Peter Dolezal, President of Dolezal Consultants Ltd, will personally assist the potential Client throughout this process, as necessary.
Framework
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, and other Debts
- Life, Disability, and Other Personal Insurance
- Income and Tax Situation
Savings
Various Savings and Investment Vehicles, including:
- Bank Accounts
- Tax-Free Savings Accounts (TFSAs)
- Education Savings Plans (RESPs)
- Registered Retirement Savings Plans (RRSPs)
- Registered Retirement Income Funds (RRIFs)
- Registered Life Income Funds (LIFs)
- Non-Registered Investment Accounts
Investment Risk Tolerance Level
Your comfort level with various investment risks to align strategies accordingly.
All Existing Investment Portfolios
A review of current investment portfolios.
Privacy
All information collected will be held in the strictest confidence by Dolezal Consultants Ltd. It will be used solely as a key resource for the construction of a draft FINANCIAL AND INVESTMENT PLAN for the Client.
Dolezal Consultants Ltd.
Independent Advisor, Wealth-Creation and Wealth-Preservation
Sidney, Greater Victoria, Vancouver BC & across Canada