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.
The Framework will include detailed insights into the Client’s:
Various Savings and Investment Vehicles, including:
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
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Advisor, Wealth-Creation & Wealth-Preservation