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Request a discovery meeting

Use the form below to request your initial meeting with GFS. After you submit it, we’ll review your information and contact you to schedule a time that works best. Your advisor may also ask you to complete this form in advance so they can prepare more effectively for your meeting.

Basic Information

Birthday
Year
Month
Day
Smoking Status
Marital Status

Children or individuals living with you dependant on your income?

Multi-line address

More About You

How did you hear about us?
How long have you been with your current employer?

Spousal Information (if application) - Skip if no spouse

Smoking Status (Spouse)

Additional information

Do you have a Will & POA?
Yes - Both
Yes - Will only
Yes - Power of Attorney only
No
How much do you currently have investment? (Estimated combined total)
Please select what plans you currently have (included spouse if applicable)
Add up to 10 files.

Although optional, this is highly encouraged. We review how you're invested and can offer up advice on investment management and planning.

Have you ever worked with a Financial Planner before?

How Can We Help?

How can we help? Whether you're planning for retirement, building a financial plan, buying your first home, running a business, or looking for insurance or estate planning solutions—we provide comprehensive financial planning for individuals, families, professionals, and business owners.

Submission Type
Request for a meeting - New Client (No referral)
Advisor asked me to complete the intake form
I was referred to a specific advisor
Indicate Advisor Name (only if applicable)

Tick the box below to consent online transmission

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