Advisor Disclosure & Privacy Consent
Walk a client through who I am and which firms I'm contracted with, then generate the disclosure & privacy consent PDF to print or sign via DocuSign.
/client-disclosure-consent/ · private (noindex)
Advisor Tools
Private working tools for advisor use. This page is not indexed and is not in the public navigation. Bookmark it for quick access during and around client meetings.
Client Onboarding
Investor Profile Questionnaire
Signed investor profile questionnaire (Cognito Forms). Send the client this link; on submit, the signed PDF is emailed to the client and to me.
/investor-profile/ · private (noindex)
Quotes & Illustrations
Life Insurance Quoter
Compare life insurance quotes across most Canadian insurers for a given product, sorted lowest premium first. Embedded quoting tool.
Client Reports
Estate Freeze Funding Report
Build the written estate freeze funding report. Opens prefilled from a calculator scenario link; add the client, the underwriting read, the insurers' quotes and guarantees, then Save as PDF.
/advisor-tools/freeze-report/ · private (noindex)
Performance Reports
Independent vs Bank-Distributed Equity Funds
Independent vs bank-distributed equity funds. Morningstar Canada data. Share with a client by direct link only.
/performance-report/independent-vs-banks/ · private (noindex)
Independent vs Insurer-Distributed Equity Funds
Independent vs insurer-distributed equity funds. Morningstar Canada data. Share with a client by direct link only.
/performance-report/independent-vs-insurers/ · private (noindex)
In Development
Investor Profile Questionnaire (in development)
Self-built version of the investor profile questionnaire (scoring and PDF download work; signature and emailing not built yet). Not for clients.
/investor-profile-dev/ · private (noindex)