Hi Jolene,

I am just following up on the email I sent below. Let me know if you

have any questions. Perhaps the next step would be to set up a follow
up appointment and we can go over things in person?

Let me know what you prefer, I look forward to hearing from you.
Take care,

Natalie Walker
Associate Private Wealth Advisor
Coastal Community Private Wealth Group

1045 Ryan Road

Courtenay BC V9N 3R6
t: 250.703.4193
Natalie.Walker@cccu.ca | coastalwealth.ca

This email and any attachments are strictly confidential, may be privileged, and are intended only
for the use of the person(s) named above. Any other person is strictly prohibited from disclosing,
distributing, copying or using it. If you are not the intended recipient (or are not receiving this
communication on behalf of the intended recipient), please notify the sender immediately by return
email or telephone call, and securely destroy this communication.
Banking services provided by Coastal Community Credit Union. Insurance services provided
through Coastal Community Insurance Services (2007) Ltd. Mutual funds, other securities and
securities related financial planning services are offered through Credential Securities, a division
of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso
Wealth Inc. Life and health insurance provided through Coastal Community Private Wealth
Group, a division of Coastal Community Financial Management Inc., a subsidiary of Coastal
Community Credit Union
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From: Natalie Walker

Sent: Friday, August 27, 2021 4:08 PM
To: sarah7657@icloud.com
Cc: Matthew Beckett <matt.beckett@cccu.ca>
Subject: Document Checklist and Risk Questionnaire

Hi Jolene,

It was lovely to meet with you today. Thank you honesty and being so
open about your situation. I realize how hard this can be, your trust is
appreciated.

The information you provide really does help us gain a solid

understanding of your current financial position and how best to help
you move forward to become financially independent and secure.

Your homework:
Please complete the attached the Planning Questionnaire, Risk
and Objective questions are the last two pages, if you have any
questions please give me a call and we can go over it.
As promised here is the checklist of items we would like to see.
These will help us build the most accurate plan for your situation
today to help you achieve those goals for tomorrow.
We appreciate your trust and confidence. I look forward to hearing from
you soon.
Have a great weekend,

Natalie Walker
Associate Private Wealth Advisor
Coastal Community Private Wealth Group

1045 Ryan Road

Courtenay BC V9N 3R6
t: 250.703.4193
Natalie.Walker@cccu.ca | coastalwealth.ca

This email and any attachments are strictly confidential, may be privileged, and are intended only
for the use of the person(s) named above. Any other person is strictly prohibited from disclosing,
distributing, copying or using it. If you are not the intended recipient (or are not receiving this
communication on behalf of the intended recipient), please notify the sender immediately by return
email or telephone call, and securely destroy this communication.
Banking services provided by Coastal Community Credit Union. Insurance services provided
through Coastal Community Insurance Services (2007) Ltd. Mutual funds, other securities and
securities related financial planning services are offered through Credential Securities, a division
of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso
Wealth Inc. Life and health insurance provided through Coastal Community Private Wealth
Group, a division of Coastal Community Financial Management Inc., a subsidiary of Coastal
Community Credit Union
If you wish to unsubscribe from receiving Commercial Electronic Messages from Coastal
Community Credit Union or its subsidiaries please click Unsubscribe
If you withdraw your consent to receive Commercial Electronic Messages from us, you may
continue to receive certain communications from us, such as account related messages and
information on regulatory matters.