It’s essential to come prepared with the necessary information and documents to make the most of your appointment. Here’s a list of things you should consider bringing:

1. Financial Documents – Bank statements, investment account statements, existing insurance policies (e.g., life insurance, health insurance, etc.).
2. Legal Documents – Any legal documents related to your finances (e.g., wills, trusts, powers of attorney).
3. Identification – A valid form of identification (e.g., driver’s license, passport).
4. Existing Financial Plans – Planning to save for housing down payment, retirement, start of business etc.

If you’re unsure, please feel free to call and enquire further. We wish you a fruitful meeting with our advisor.