SAVINGS & GROWTH ACCOUNT

Interested in RRSP, TFSA, FHSA, or RESP?
Share a few details below and our team will contact you for a complimentary, no-obligation consultation.

Full Name *

Email *

Mobile Number *

City and Province *

Preferred Languange *

English

Français

Both / Either

I’m Interested in: *

RRSP – Registered Retirement Savings Plan

TFSA – Tax-Free Savings Account

FHSA – First Home Savings Account

RESP – Registered Education Savings Plan

I’m not sure yet – I need guidance

you can choose more than one

What is your main goal right now? *

Save for retirement

Save for my first home

Save for my children’s education

Grow my money tax-efficiently

Protect and grow my wealth (long-term)

I’m just starting and need basic guidance

Approximate time horizon for your goal(s):

Less than 5 years

5–10 years

More than 10 years

Not sure

How comfortable are you with investment risk?

Low – I prefer stability even if growth is slower

Medium – I can accept some ups and downs

Higher – I’m comfortable with market fluctuations for higher growth over time

I don’t know yet

Is there anything important we should know about your situation?

How would you prefer to meet? *

Online (Zoom / video call)

In person (if available in my area)

Consent to be contacted
I agree that a representative from JK Infinite Solutions may contact me by phone, email, or text message to discuss my financial needs and potential solutions.

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