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Investissements De Longpre
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First meeting

Prepare for your first meeting

Gathering these items ahead of time makes the first meeting more useful — we go straight to your strategy instead of paperwork. Nothing is required to book: bring what you have.

Documents and information to prepare

  • A void cheque
  • The total of your assets (investments, savings, etc.)
  • The value of your non-liquid assets (home, buildings, properties)
  • The total of your debts
  • Your marital status
  • Your occupation, employer name, and annual income
  • A photo ID (driver's licence, health card, or passport)
  • Your social insurance number
  • Your phone number
  • Your email address
  • Your home address
  • Your date of birth
  • The number of dependents
  • The contact details of a trusted person (whom we could contact if we can no longer reach you)

Ready to begin?

Complete our planning questionnaire in a few minutes. We reply within one business day to schedule the meeting.

Start the questionnaire