10231 121 Street Edmonton, AB T5N 1K6    Bus Tel: (780) 451-3152    Toll-Free: (800) 769-6451    Fax: (780) 451-3321    Email: TFG@EthicalAdvisor.com

General Forms

• Social Insurance Number Application

Insurance Forms

• Appointment of Agent of Record
• Change of Beneficiary
• Investor Profile Questionnaire
• Surrender and Cancellation of Policy

• Tax Free Savings Account
• Supersize RRSP
• Comparative table of CDCI
• Questions to ask before picking your Financial Planner

• Life Letter - Strategies to Enhance your RRSPs
• Lifelong Learning Plan (LLP)
• The Master Key