Your Wealth Protection Partners — Client Discovery | Trevor Perron & Jason Stalker
Client Discovery

Your Wealth
Protection Partners

Turning Hard Work Into Lasting Wealth

Through asset management and protection, we help hardworking Canadians build, protect, and grow their wealth. Complete this quick discovery form so we can tailor a plan specifically for you.

Trevor Perron & Jason Stalker

Licensed
Independent
Canadian
Step 1 of 10

A Little About You

Let's start with the basics so we can personalize your experience.

Please enter your full name
Please enter your date of birth
Please enter a valid email address
Step 2 of 10

Family & Residency

Understanding your family helps us identify the right coverage.

Step 3 of 10

Employment & Income

This helps us understand your financial picture and coverage needs.

The following helps us understand your current obligations so we can recommend the right level of protection.
Step 4 of 10

Current Insurance Coverage

Not including group plans or bank-owned policies.

Step 5 of 10

Assets & Savings

A snapshot of where you stand today.

Step 6 of 10

Investment Profile

Help us understand your goals and comfort level with investing.

Your answers here allow us to explore investment strategies that align with your goals, timeline, and risk comfort.
Step 7 of 10

Protection Goals

What matters most to you when it comes to protecting your family and income?

A common guideline is 2% of your annual income toward financial protection — this includes life insurance, critical illness, and disability combined.
Step 8 of 10

Business Owners

If you own a business, there may be additional coverage and tax strategies available to you.

ⓘ Did you know? Common corporately owned life insurance structures include IRP (Insured Retirement Plan) and IFA (Immediate Financing Arrangement) — both are strategies used to leverage corp-owned life insurance for tax-efficient wealth accumulation and retirement income.
Step 9 of 10

Health Overview

A quick health snapshot helps us find the best rates and coverage options for you.

All information is kept strictly confidential and is used solely to identify the best insurance products for your situation.
Step 10 of 10

Almost Done!

Just a couple more things and we're all set.

By submitting this form, you consent to Trevor Perron and Jason Stalker, your Wealth Protection Partners, to contact you about insurance and investment solutions. Your information is kept strictly confidential and is never shared with third parties. You may withdraw your consent at any time by contacting us directly.

View our Privacy Policy

Your data is protected under our Privacy Policy and never shared with third parties.

✓

You're All Set!

Thank you for completing your discovery form. We'll review your information and reach out to schedule a personalized consultation. You're one step closer to protecting what matters most.

Your Wealth Protection Partners

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