Welcome to Secura Financial Group!

To understand you and what’s important to you we need some information.
Please provide the following documents and complete the documents below.

 

  • Life Insurance Policies
  • Disability insurance Policies
  • Registered and Non-Registered Investments (RRSP, Non-Reg, TFSA, RESP)
  • Your company’s benefit booklet
    • group insurance benefits
    • pension plans
    • other related information
  • Mortgage Statement
  • Most Recent Tax Returns (Notice of Assessment)
If you are retiring in the next 2 years:
  • Please obtain your CPP Statement of Contributions by calling 1-800-454-8731 or you can visit the CPP website for more information.
If you have a business:
  • Copies of the most recent Financial Statements of Businesses (ie. Shareholder agreement, buy/sell agreement
  • Corporate Structure

Please complete items 1 & 2

Item 1 – must be completed
Item 2 – please review and complete as much as you can to review during next meeting

1) Client Risk Profile

One per person
(online or pdf version)

On line Client Risk Profile

Download (pdf) – print and complete

2) ID Workbook

One per family
(electronic or pdf version)