Skip to Main Content

Get a Second Opinion

If you are working with someone who has prepared a financial plan or you are unsure about your present and future situation, it is a good idea to reach out for a second opinion.  Below is a form you can complete so that we can help you with that process.

The output is only as good as the input, so please take the time to fill out the form as completely and accurately as possible.

If you would prefer a more personal touch, please contact us to make an appointment.  Call Katevatis Wealth Management direct at 604-643-7582.

Get a Second Opinion

It is always wise to get an additional opinion if you have reservations about your personal financial plan. This form will help collect some information to help us determine what is right for you.

The better the information you input, the higher quality the output will be.

If you have never been through this exercise before, please take your time and feel free to ask any questions. This can also be done face to face if you are not comfortable with the online form.

Do you have any children or dependants?
What do you do for a living?
Do you have a present plan, if so who prepared it?
When will you need access to your investments for spending?
I understand that investments fluctuate in value from day to day, month to month, and even year to year. Do you accept variability in your long term plan?
If the value of my investment portfolio dropped 11% after investing for six months, I would continue on with my investments as-is.
If you could do anything in the world, what would it be? if you had time, what would you spend it doing? What are you passionate about?
Click all that apply
Please check all that apply
Please check all that apply
In your own words, describe your experience investing. Did someone help? Success? Failures? etc.
What is your total estimated annual income?
What is the total value of your RRSP?
What is the value of your investments in a cash or margin account?
Please estimate the value of your home (net of mortgage)
Please estimate the value of all non-residence real estate assets (net of mortgage)
What are your current debts not including mortgage?
How do you define risk?
What do you think is a reasonable rate of return for bonds & other debt instruments over the long term?
How would you describe yourself?
Do you have any present life insurance? If so, how much coverage
Is there anything else specific to your plan? For example, potential inheritance, family health issues, trusts in place, tax issues, former spouse and/or step-children?
Do you have a will?
Do you plan on leaving a legacy to your heirs?
Please list any concerns with your estate. ( Unstable relationships, tax issues, minor children, probate fees, etc.)
Is there anything else you need to be addressed or want to disclose? If so, please elaborate