LL Brougham Inc. Chartered Accountant, Victoria, BC

On behalf of LL Brougham Inc., Chartered Accountant, we thank you for your consideration of engaging our services. We have learned through past experience that this interview process needs to work in both directions. In order to evaluate the level and types of services you require, we have designed the following simple questionnaire to aid our analysis and determination as to your needs, wants, and our mutual compatibility.

There are no correct or "right" answers to these questions. The straightforward fact is that due to the unique makeup of our firm and the goals we set to accomplish for our customers, not all prospects fit the profile that enable a win-win scenario. This questionnaire and your subsequent initial interview are two of our tools to better determine each prospect's qualifications to become customers of our firm.

In as much as we are interviewing you as to your qualifications, we highly recommend that you interview us. Over the years, we have come to accept that although our firm's approach to our services is unique, we are not the best solution for all prospects. Long-term value is only maximized when the customers' wants, needs, personality, and financial condition synergistically connects with ours.

Background - Personal Information

* Name and address are mandatory

Full Name:
Date of Birth:
Street Address:
City:
Province:		Postal Code:
Home Phone:		Fax:
Work Phone:		Cell Phone:
Email:
Employer:
Title:		Tenure:
Fringe Benefits:

Background - Spouse/Family Information

Spouse Full Name:
Date of Birth:
Spouse Employer:
Title:		Tenure:
Fringe Benefits:
Child's Full Name:		Child's DOB:
Child's Full Name:		Child's DOB:
Child's Full Name:		Child's DOB:
Child's Full Name:		Child's DOB:

How long have you lived in the Victoria area?
Professional Affiliations:
Volunteer Activities:
Charities Supported:
Preferred Hobbies:

Background - Finances

Current Financial Advisor(s) Name:	Type of Relationship:	Level of Satisfaction:

Have you informed your previous accountant/advisor that you are meeting with us?

What did you pay last year to your accountant and what was it for?

What types of investments do you have/make?

How would you rate your level of risk with your investments?

Who is your lawyer?

When did you last see your lawyer and what for?

When did you last update your will?

Do you have life insurance? If yes, with who?

Do you have mortgage insurance? If yes, with who?

Are you saving for your children's educations? How?

Service Related Issues

How did you learn of LL Brougham Inc., Chartered Accountant?

Why did you initiate this contact?

Please list your most important service issues:

What are your expectations from a CA/advisor?

Please state how you would define a "successful" relationship?

What is your annual advisor budget?

How often would you like to meet with your accountant/advisor?

On a scale of 1 to 10, with 1 being absolutely risk adverse and 10 being push to the "black line", rate your risk comfort level relative to tax avoidance options:

How quickly do you expect a "returned" telephone call?