WHAT’S IMPORTANT TO YOU?

Name:__________________________________________ Date:___________________

Check all which apply

__ Having enough income during retirement

__ Family security in the event of premature death, serious illness or disability

__ Preserving my estate and leaving a legacy for my children and grandchildren

__ Providing capital for the charitable organizations which I support

__ Utilizing the most tax-efficient strategies for making use of retained earnings building in my
company to fund other investments and my retirement

__ Avoiding capital gains or excessive taxes on the sale of business interests or investments

__ Positioning myself to enjoy more of the things I value in life

__ Reducing the income taxes generated from my investments

__ Having a predictable and secure income stream in my retirement

__ Restructuring or eliminating debt

__ Purchasing a second residence or vacation property

__ Having a complete review of my investment portfolio with recommendations to ensure

I have the right investments for my needs

__ Providing for education for children or grandchildren

__ Protecting my assets from creditors and liability lawsuits

__ Having peace of mind and a sense of security regarding my financial future

Other (specify): ________________________________________________________________

_____________________________________________________________________________

Now circle the three items which are most important to you

CANTRUST FINANCIAL SERVICES INC. [

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