Reward Programs

Points Card

Mortgage Rates	Our Rates	Bank Rates
1-yr fixed	2.44%	3.30%
3-yr fixed	3.40%	4.10%
5-yr fixed	3.59%	5.39%
Prime	NA	3.00%
Variable	2.40%	NA

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Thank You for Taking Our Survey!

Thank you for taking a moment to fill out our survey! By completing our survey you are eligible to receive a 1-year FREE membership to our Saver’s Plus Plan! Please visit the Reward Programs section of our website for detailed information.

The information you provide will be kept in strict confidence and will be used strictly to identify the best financial strategy to suit your needs and goals.

Please rank the following items in terms of their importance to you:

1 = not important at all and, 5 = very important

Your Contact Information

^*Client Name

^*Email

^*Phone

^* denotes a required field.

Question 1:

Assistance from a qualified financial adviser in planning my financial affairs

Question 2:

A comprehensive retirement plan

Question 3:

Keeping my investments protected from market and investment risk

Question 4:

Ability to keep my assets safe from creditors

Question 5:

Protection of my earnings power and earnings potential

Question 6:

Ability to convert my liabilities into assets

Question 7:

Increased monthly cashflow

Question 8:

Wealth expansion without additional risk

Question 9:

Ability to minimize my income taxes

Question 10:

Ability to minimize my estate taxes

Question 11:

Ability to eliminate unnecessary tax payments

Question 12:

Ability to make the interest on my mortgage tax deductible

Question 13:

Knowing how my credit rating affects my borrowing power and the interest I pay

Question 14:

Ability to pay down my mortgage faster without increasing my monthly payment

Question 15:

Information on how to participate in real estate investment opportunities

In the next year I intend to:

email: