Schedule A Discovery Meeting

Thank you for your interest. Please provide us with a bit of information about yourself so that we can get in touch with you to schedule a meeting.

Full name:
Phone number:
Email address:
Profession:
Are you currently working with an financial advisor?
Do you have a financial plan?
Do you have an investment policy statement?
Would you prefer we contact you by email or phone?
Would you like to subscribe to "Informed Investor"*?
Enter the code:captcha

*  I understand that by providing my email I give express consent to Danielson Group Wealth Management of Assante Capital Management Ltd. to send me commercial electronic messages related to finances and information that may be of interest.  If I no longer want to receive emails I can unsubscribe at any time by emailing [email protected]