Toolkit - Mitchell & Associates Financial Group Inc.

  Wealth Management

  Retirement Planning

  Estate Planning

  Education Planning

  Insurance Solutions

  Mortgages

  Corporate Financial Planning

  Business Succession Planning

  Small Business Solutions

  Employee Benefits

  Group Retirement Plans

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S&P/TSX Composite Index

Pre-Meeting Checklist
Please print and fill out this checklist before your first meeting with one of our Financial
Security Advisors. This document contains a checklist of items that it is important that you
bring with you in order to help us better meet your needs. Included in this document is also
a checklist of items which you may wish to discuss when meeting with your Financial Security Advisor.

Click Here to download your Pre-Meeting Checklist

Stock Exchanges
Toronto Stock Exchange
TSE Venture Exchange
New York Stock Exchange
NASDAQ

News Sources
CBC News
Google News
Reuters
Chronicle Journal
TBSource.com

Financial Links
KITCO Precious Metals
Bloomberg Financial

Other Links
OANDA Currency Exchange




Copyright © 2007 Mitchell & Associates Financial Group Inc.[ info@mitchellfinancialgroup.com ]

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