Toronto Wealth Group
Investments, Retirement Planning, Insurance.
My Commitment To You
(Client Service Agreement)
Retirement Planning ~ Toronto Wealth Group
As your Personal Financial Planner, I draw upon the wisdom of The World’s Top Financial Experts TM to custom tailor and maintain the most suitable Retirement Plan for you.

My Effective & Efficient Business System sets Clear Expectations, to help you and your family reach your Financial & Retirement Goals, and provide you and your family with Peace-of-Mind.
Discovery:  Understand Your Needs And Introduce Myself.
          - Do we have the chemistry to work together?

Portfolio Analysis:  Crash Test Your Existing Financial Plan.
          - How is your portfolio actually doing?
          - How I can make it better.

Written Personal Financial Plan:  Because Two Is Better Than One.
“First Plan” paints your current situation as is.
“Second Plan” shows you how my improvements help.

Open New Accounts:  Doing All The Paperwork.

Understand your New Accounts:  Show You Where Your Money Is.
          - I explain your new account statements to you.
          - I show you how to access your accounts.

Monitoring:  Keeping A Close Eye On Your Nest Eggs.
          - Draw on the wisdom of
The World's Top Financial Experts TM.
Jeffrey Tam’s Portfolio “Stop-Loss” Monitoring Process TM.
          - I alert you of possible danger.

Personal Review:  Adapting To Your Lifestyle Changes.
          - I keep you updated.
          - We make the necessary changes together.
          - We update your Personal Financial Plan.

Prevention is better than Cure:  Anticipating Future Needs.
          - I share knowledge with you learned from successful people.
“I am committed to your Success” ~ Jeffrey Tam
Signed: _____________________________________ Date: ____________________
               Jeffrey Tam, FCSI, CIM
               President, Toronto Wealth Group
               (416) 818-3902
I Help You To Retire Wealthy TM
This is an easy task for someone like
me who knows what he is doing.
Jeffrey Tam’s Financial Planning System TM
Retirement Planning ~ Toronto Wealth Group