Title and Designations
Phone Number *
Fax Number *
About You and Your Practice
Please describe your organization in a few sentences.
What is there about you and your background that sets you apart from other financial advisors?
If you were using a search engine, what words or phrases would you use to find your site. Please list 3 to 5 terms.
Your Target Market.
Please describe your target market.
Demographic: age, gender and income
Psychographic: attitudes, values and interests
Geographic: city, province
Behavioural: Style, Habits
Does your content need to be approved by compliance? Please include details of compliance department: name, phone number and email.
Do you have an existing website? If so, what is the address and reasons you like and dislike it?
Are there any specific colours you would like to include in your content?
Check here if you accept the terms. *