Questionnaire

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Wealth Foundations Questionnaire

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Realizing Your Wealth's Potential Starts with Asking the Right Questions.

Do you currently have a written financial plan? *

Yes No I'm not sure

Do you know how much money you'll need to retire comfortably and maintain your lifestyle? *

Yes No I think so, but I'm not confident

Do you know exactly what would happen to your family financially if you didn't wake up tomorrow? *

Yes No I'm not sure

Would you like us to review your finances and give you a second opinion? *

Yes Maybe, tell me more No thanks

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595 Burrard St, 26th floor Vancouver, British Columbia V7X 1J1

Senior Wealth Advisor & Portfolio Manager

Client Service Associate

595 Burrard St, 26th floor, Vancouver, British Columbia, V7X 1J1

David L. Wright, MBA, CFA, CFP