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Advanced Planning

Our Process Financial Planning Second Opinion FAQ
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Financial Planning Second Opinion

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.

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Get a Second Opinion

Thank you for submitting your information. A member of the Katevatis Wealth Management team will contact you shortly.

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.

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Age *

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Dependants

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Time Horizon

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Volatility

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Loss Tolerance

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Financial Issues to Address

Change in personal residence (home) Vacation Funding Children's education Start my own business Retirement Charitable Endeavours Other

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Describe Yourself

I accept some volatility in my investments My retirement date is set in stone If my portfolio dropped by 10% in 3 months, I would sell and sit on the sidelines My current income covers my expenses I would experience financial difficultly if my investments fell I require growth from my portfolio to meet my financial objectives

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Financial Stability

My investment portfolio is less than 25% of my net worth My investments are my Emergency Fund My income is stable and predictable My income is variable and hard to forecast

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Registered Retirement Investments

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Regular Investments

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Do you consider yourself a risk taker?

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Long Term Rate of Return- Equities

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Long Term Rate of Return - Bonds

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Your Participation

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Estate Planning

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Legacy

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Did you enjoy this process

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Business: 604.643.7582

Email: pkatevatis@cgf.com

609 Granville Street, Suite 2200 Vancouver, BRITISH COLUMBIA V7Y 1H2

Peter Katevatis
Senior Investment Advisor
pkatevatis@cgf.com
Business: 604.643.7582

Norma O'Brien
Administrative Assistant
nobrien@cgf.com
Business: 604.643.7535

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