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Registered Select One Web Left Voicemail
Campaign Select One Q2 2025
Client Status Select One No Yes Maybe Pending Declined Approved Ready to Call Send Email Cannot Reach No Show Cancelled CALL TO RESCHEDULE Post Event – Appointment Booked Post Event – No Post Event – Chasing Post Event - Signed Post Event – Future Blacklist Archived – Unable To Contact DIY Future Referral
Representative Select One Rosie Sarah Thanh Claire Peter Matt
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Specialization if a doctor/Type of business if an owner/Specify if other
Guest Email
Guest’s Relation to You
Which date/venue would you like to attend? Select One Tuesday, May 13th – Oliver’s Steakhouse Wednesday, May 14th – ONE Restaurant – Business Owners Tuesday, May 20th – Hy’s Steakhouse – Business Owners Wednesday, May 21st – Olivers Steakhouse Tuesday, May 27th – Hy’s Steakhouse Tuesday, June 10th – Four Seasons Tuesday, July 22nd – Four Seasons - Business Lounge Wednesday, August 13th – Four Seasons - Business Lounge
Event Date & Venue Select One Tuesday, February 11th, Olivers Steakhouse, Oakville Wednesday, February 12th, the ONE, Yorkville – Medical Event Thursday, February 13th, Morton’s, Yorkville – Medical Event Tuesday, February 18th, Oliver’s Steakhouse, Oakville – Medical Event Wednesday, February 19th, Morton’s, Yorkville – Medical Event Thursday, February 20th, Cucci, Oakville Saturday, February 22nd, Oliver’s Steakhouse, Oakville Tuesday, February 25th, Oliver’s Steakhouse, Oakville – Medical Event Wednesday, February 26th, Lord Nelson, Burlington Thursday, February 27th, the ONE, Yorkville – Medical Event Tuesday, March 18th, Oliver’s Steakhouse, Oakville Wednesday, March 19th, the ONE, Yorkville Tuesday, April 1st, the ONE, Yorkville Tuesday, May 13th – Oliver’s Steakhouse Wednesday, May 14th – ONE Restaurant – Business Owners Tuesday, May 20th – Hy’s Steakhouse – Business Owners Wednesday, May 21st – Olivers Steakhouse Tuesday, May 27th – Hy’s Steakhouse Tuesday, June 10th – Four Seasons Tuesday, July 22nd – Four Seasons - Business Lounge Wednesday, August 13th – Four Seasons - Business Lounge
Alternate Event Date & Venue Select One Tuesday, February 11th, Olivers Steakhouse, Oakville - FULL Wednesday, February 12th, the ONE, Yorkville – Medical Event - FULL Thursday, February 13th, Morton’s, Yorkville – Medical Event - FULL Tuesday, February 18th, Oliver’s Steakhouse, Oakville – Medical Event - FULL Wednesday, February 19th, Morton’s, Yorkville – Medical Event - FULL Thursday, February 20th, Cucci, Oakville - FULL Saturday, February 22nd, Oliver’s Steakhouse, Oakville - FULL Tuesday, February 25th, Oliver’s Steakhouse, Oakville – Medical Event - FULL Wednesday, February 26th, Lord Nelson, Burlington - FULL Thursday, February 27th, the ONE, Yorkville – Medical Event - FULL Tuesday, March 18th, Oliver’s Steakhouse, Oakville Wednesday, March 19th, the ONE, Yorkville Tuesday, April 1st, the ONE, Yorkville Tuesday, May 13th – Oliver’s Steakhouse Wednesday, May 14th – ONE Restaurant – Business Owners Tuesday, May 20th – Hy’s Steakhouse – Business Owners Wednesday, May 21st – Olivers Steakhouse Tuesday, May 27th – Hy’s Steakhouse Tuesday, June 10th – Four Seasons Tuesday, July 22nd – Four Seasons - Business Lounge Wednesday, August 13th – Four Seasons - Business Lounge
How long? Select One Less than 1 year 1-2 years 2-5 years 5-10 years 10-15 years 15-20 years 20-25 years Over 25 years
Approximately how much do you retain in your corporation every year? Select One $0 - $50k $50k - $100k $100k - $250k $250k - $500k $500k - $1 million $1 million - $3 million Over $3 million
Excluding real estate, approximately how much do you have invested in the stock market? Select One $0 - $50k $50k - $100k $100k - $250k $250k - $500k $500k - $1 million $1 million - $3 million Over $3 million
Proportion managed on my own
If more than one institution, why?
How long have you been with your advisor? Select One Less than 1 year 1-2 years 2-5 years 5-10 years 10-15 years 15-20 years 20-25 years Over 25 years
Campaign for have
Proportion managed on my own
If more than one institution, why?
How long have you been with your advisor? Select One Less than 1 year 1-2 years 2-5 years 5-10 years 10-15 years 15-20 years 20-25 years Over 25 years
Do you know what fees you are paying?
How often do you meet with your advisor?
Comments
What is your main reason for attending this event? Select One Education Expert Advice Market Update Networking Opportunity Peace of Mind Personalized Strategies Second opinion Tax Savings Other
