Discovery

The Discovery process is designed to give us a lot of information in a short amount of time and with long-term relationships in mind. This method may be different from what you're used to, but our experience has shown that in-depth knowledge of your business and objectives provides the whole context for our relationship. Our goal is to deliver you a meaningful proposal that will provide a platform for success for years to come. 

 
 
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questionnaire

Please allow 15-20 minutes to complete this questionnaire. Unfortunately progress can not be saved, but you can submit partial forms if you have to run and can pick it up again later. Please be as thorough as possible with your answers.

 
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Documentation

We have provided you with a link to a discovery folder in Google Drive. In this folder you will find instructions on what documentation we need, some samples of documents, and sub-folders for each type of document required. As always, please reach out if you have any questions or have difficulty tracking anything down.

 
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authorization

When we receive your questionnaire, we will send you a document to e-sign. This document allows us access to your Canada Revenue Agency (CRA) account. We will use this access to assess whether your are up to date on your tax filing. Depending on what other program accounts you have, we may request further access as required.