Meeting Request - Referrals (by existing Clients)
As part of our initial meeting I offer prospective clients an introductory hour and half session, without cost or obligation. The session is designed to allow me to learn about your needs as well as an opportunity for me to share information with you regarding my qualifications, training and the type of services that I provide.
Since this meeting is focussed on personal suitability (`the fit`) you are not required to bring any documents. However, some people find it helpful to have a recent investment account statement to refer to.
Meeting Request for existing clients - no documents are required.