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Women Who Care.

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Let's Get Started...

Please complete this short questionnaire so we can better understand your goals and make the most of our first conversation.

First Name

Last Name

Email

Where do you currently invest and why would you like to change advisors?

My investable assets are:

Select an option

$50,000 or less

$50,000 to $100,000

$100,000 to $150,000

$150,000 to $250,000

$250,000+

What are you financial goals?

What prompted you to reach out today?

How did you hear about us?

*Please note, we do not offer fee-for service financial planning. Our services are tailored for clients seeking ongoing investment management along with financial and retirement planning.*

Thanks for submitting! Chat soon!

500 Victoria Street

Kamloops, BC

V2C 2B2

250-828-2800

©2022 by Wealthy Roots Financial. Proudly created by The Recollective

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