Welcome!

Below you will find our videos for our Annual Client Meetings and Client Update Programs. We have also included the handouts for you to fill in and return to us. If you need a paper copy please let us know!

2021 Annual Client Meeting

Below are the handouts to return to us for the 2021 Annual Client Meeting:

2021 ACM SlidesDownload
Life Update ListDownload
Client and Firm CommitmentsDownload
Memo of IntentDownload

Our 2020 Client Update Program.

Below are the handouts reference in the Client update Meeting:

2020 CUP HandoutsDownload
Comment CardDownload
2020 Election form FillableDownload
Disability Counselling Questions WorksheetDownload
Instructions for Disability Trustee ChecklistDownload
Funeral Representative WorksheetDownload
When to Seek Additional CounsellingDownload
Trusted Advisor SheetDownload
Other Advisor SurveyDownload
Memo-of-IntentDownload

Our update on the 2020 Annual Client Meetings.

2020 Annual Client Meeting

Below are the handouts we reference in the Annual Client Meeting.

2020-ACM-Slides-1Download
Life Update ListDownload
Client and Firm CommitmentsDownload
Memo of IntentDownload

2020 Annual Client Meeting – Legal Update

2020 Annual Client Meeting – Fee Discussion, Education Program, and Calendar