Financing

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Our Business is Helping Your Business

Strategic Financial Planning

As an Invermac client, you can now

have access to our Financial

Planning team as part of our expanded client services - at no additional cost to you.

Your tax return tells us

what happened last year.

lawnchair couple-financial planning page.png

Now let's look at what

we can plan next.

It starts with a quick check-in below. We'll take it from there.

A more complete picture helps us serve you better

Please take 60 seconds to share a few details so we can prepare for our conversation together. It will be well worth your time.

About You

First Name*

Last Name*

Email*

Phone*

Best Time to Reach You

Additional Details

Your Marital Status

Any Children Or Dependants?

Do You Own A Business?

Do You Have Insurance?

Do You Currently Have Personal Investments?

What Would You Most Like to Discuss?

Select All Below That Apply

Select All That Apply

Building and Growing Investments

Business and Corporate Financial Planning

Creating More Security in My Investment Strategy

Education Savings for Children

Insurance and Family Protection

Reducing of Eliminating Debt

Retirement Planning

Reviewing Existing Insurance Coverage and Costs

Not Sure, I Need Guidance

Other

Anything else you'd like our team to know before speaking with you? (optional)

Answer In a Few Words

I consent to be contacted by Invermac Financial Services regarding this request.

Your information is secure and will only be used to contact you about this service.

Financial-Planning

This is not intended to solicit any persons under a buyer or seller contract with a brokerage.

1396 Don Mills Road, Suite: B121, Toronto, ON

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