Forms and Instructions

During your initial meeting with your financial advisor, important information will be requested concerning your personal financial circumstances in order to assist your advisor in understanding your specific needs and objectives. To ensure that we collect this data in an efficient manner, we have developed several forms which will help you through this data-gathering process.

Financial Planning

Although your advisor would be happy to complete our client questionnaire with you during your initial meeting, you may wish to read it in advance, or begin completing the questionnaire yourself prior to your first meeting.

Should you wish to print a copy of this questionnaire, please click here.

Client Service

The following forms may also be used by our clients to facilitate a change to an existing investment account(s). Should you wish to make an address or banking change, please click on the appropriate link below:

Contact Information:

Should you wish to contact your financial advisor, please click here.

For our staff directory, please click here.

Our fax number: 604.732.6553

Our mailing address:

Rogers Group Financial
Fifth Floor
1770 West 7th Avenue
Vancouver, BC V6J 4Y6

Emergency Contact

In the event of a significant business disruption, clients with accounts held through Rogers Group Investment Advisors Ltd. may contact NBCN Clearing Inc. directly at 1-800-578-5755. NBCN will re-direct clients to our emergency numbers and/or provide assistance.