Customer satisfaction is my #1 priority.

Below are a variety of links and PDFs that will allow me to understand your unique situation and needs. By providing me with detailed information, I will be able to bring my professional insight and understanding in a way that best benefits you and your goals.

If you would prefer to meet in person and discuss your needs, I am happy to meet with you at my office or in your home. Please use the contact information below and I will connect with you as soon as possible.

Financial Estimators

Use these tools to determine if you finances are going to meet your future goals.

Fact Finders

These easy to fill out documents will allow me to understand your current finances and provide you the best service possible.

Apply for a mortgage online

Custom Comprehensive Written Financial Projection

Analyzing Your Investments, Insurance, and Lending Options

Here are some interesting aspects to your financial projection and how each one can benefit your long term success.

Financial Forecasting
A financial forecast is an estimate of your income and expenses over a period of time. Based on that forecast, the we can  construct a financial projection that includes saving, investing or planning for obtaining additional income to augment your personal finances – as well as anticipating expenditures that would deplete them.

Investments
One of the topics that can always use a thorough examination is exactly what fees are being charged on your investment holdings. Have all the fees for your for investments been dissected and explained to you in a clear and direct manner ? Have you considered inflation on a multi-year basis and how that might erode your wealth building? Your rate of return could be crippled by hidden fees, high fees, or continuous advisory fees when your portfolio is defined as a buy and long term hold.  I am licensed through a securities firm which allows him to offer much more than traditional mutual funds.

Insurance Needs Analysis
Many people do not fully understand the insurance products that are available or their benefit plans at work. A review and explanation of your current insurance coverage will let you know if you are under or over insured.  Insurance is also a great vehicle for intergenerational wealth transfer and long term investing.

Lending Options
Are you looking to apply for a mortgage, reverse mortgage, or home equity line of credit ? I can help you set realistic goals and explain what factors can impact your borrowing ability.  

Comprehensive Financial Planning takes in to consideration a household’s uniqueness and then analyzes what types of investments, insurance products, and lending products are needed to help that household accomplish their financial goals now and long term.

All clients who complete a purchase of an insurance policy or complete a mortgage or open an investment account (with a minimum deposit) will receive a complimentary custom financial projection.

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Educational Events

I am passionate about speaking to groups and presenting information in a way that is relevant to all Canadians. At these events there is always discussion where I believe everyone, including myself, learn something new.

Corporate Presentations

As an experienced corporate presenter, I will professionally highlight and explain to your employees the benefits of a Group plan, wealth building, and a variety of other topics.

“Uncorked” Events

Occasionally I hold information sessions and appreciation events at my favourite local winery. We sample fantastic wines and then move to a luxurious board room for a themed presentation where attendees are encouraged to ask questions. There is no “hard sell” or requirement to attend and everyone is welcome.
Check this events page for our next presentation.

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Surveys

As an ongoing process of learning about peoples’ needs, I regularly offer surveys with a randomly chosen participant to win a prize. If you would like to be entered into the draw for a $100 Visa gift card, please complete one or all of the following surveys.

Life Insurance Survey

Investments and Financial Planning Survey

Mortgage and Lending Survey

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Social Media

The best way to get updates about me and my practice are to follow me on social media.

Financial Planning

Facebook – Jaret Forman Chartered Investment Manager

LinkedIn – Jaret Forman CFP, FCSI, CIM

Mortgages and Lending

Facebook – Jaret Forman Surrey Mortgage Broker

LinkedIn – Jaret Forman Bayfield Mortgage Professionals

Life Insurance

Facebook – Family Life Insurance Surrey

Community

Alignable – Jaret Forman

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Jaret’s knoweledge of the markets and outstanding. He is always available and contacts me when my portfolio needs adjusting. I recommend him.

L.C.

I really appreciate not being charged on-going fees. Even though my portfolio is largely buy-and-hold, Jaret is always on top of things. I feel like a high-net worth client even though I’m not.

B. Allen

Jaret really helped get our family’s assets in order. RRSPs and RESPs are in good hands. Thank you Jaret.

Kurt

GET IN TOUCH

I would love to hear from you! Let me know what what services you are interested in or if you just want to have a chat about your current financial circumstances. I’m here to listen and then give you my professional feedback.

If you have any immediate questions about my services, feel free to give me a call at 604-816-5988 or send me an email! Prefer to schedule a call ? Add yourself to my calendar on a date and time that works best for you.

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