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Home
About
Advice
Planning
Contact/Booking
Client resources
- Client logins
- Calculators

Home
About
Advice
Planning
Contact/Booking
Client resources
- Client logins
- Calculators

Getting Started

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Getting Started

Thank you for sending us this information!! We will look at your answers and get back to you as soon as possible to discuss your best options based on your needs.

OBJECTIVES:

Give you a comprehensive understanding of our services.

From your perspective, determine how or where we should proceed from here.

Full Name is a required field.

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Name of Spouse is a required field.

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Home Address is a required field.

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Home Phone is a required field.

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Mobile is a required field.

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Email is a required field.

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Employer is a required field.

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Occupation is a required field.

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Business Address is a required field.

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Business Phone is a required field.

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My/Our family includes *

Me My Spouse Children under 18 Children 18 or over Plans for additional children Other dependents

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My/Our annual income is: *

More than 200,000 $125,000 - $200,000 $75,000 - $125,000 $50,000 - $75,000 $25,000 - $50,000 Less than $25,000

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I/We own *

A home Recreational property Revenue property A farm A business

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My/Our assets are valued at: *

More than $500,000 $250,000 - $500,000 $100,000 - $250,000 $50,000 - $100,000 Less than $50,000

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I am an: *

Employee Executive / Manager Owner / Partner Other

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My spouse is an:

Employee Executive / Manager Owner / Partner Other

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My/Our other income is: *

More than $200,000 $125,000 - $200,000 $75,000 - $125,000 $50,000 - $75,000 $25,000 - $50,000 Less than $25,000

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I/We have: *

Svings and/or certificates Stocks and/or bonds Mutual funds Segregated funds Tax-deferred plans Life insurance cash values

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My/Our liabilites are valued at: *

More than $500,000 $250,000 - $500,000 $100,000 - $250,000 $50,000 - $100,000 Less than $50,000

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Plans for this year: *

Marry Buy a home Have a child Change employment Receive a promotion Start a business Receive an inheritance Pay for a child's education Pay off a loan Save more money Start a financial plan Purchase property Invest more money Sell property Borrow money Retire

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Personal priorities: *

Personal life insurance Insurance for my spouse Long term care Review of existing coverage Mortgage life insurance Disability income protection Critical illness protection Saving for retirement Insurance for my children Education plans for my children Charitable giving

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Planning Priorities *

Savings and investment planning Building personal wealth Personal economic development Estate organization Planning for retirement Maximizing pension income Debt restructuring Investment priority planning Estate and tax planning Business insurance planning Legacy and Trust planning

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<p>All the information you share with 505 Financial is strictly confidential between our firm and you. We will not share with third parties.</p>

Dwight Dobersheck
Financial Planner
Investment Representative
dwight.dobersheck@505financial.com
Phone: 604-685-6521, ext. 4531

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Quadrus, Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission.

The use of email is not a secure medium and personal information should be transmitted by more secure means.

Insurance products, including segregated fund policies, are offered through 505 Financial, and Dwight Dobersheck offer mutual funds, referral arrangements, and GICs through Quadrus Investment Services Ltd.

Important information about mutual funds is found in the Fund Facts document. Please read this carefully before investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Unit values and investment returns will fluctuate.

Dwight Dobersheck is life insurance licensed in the provinces of ON, SK, AB, and BC and he is mutual fund licensed in the provinces of ON, MB, SK, AB, and BC.

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