Hi [Client’s first name],

Thinking about the future means thinking about those who matter to you. Wealth transfer is an important step in ensuring your loved ones’ financial security and preserving your legacy.

Meeting proposal

I’d like to propose a meeting to discuss solutions that can help you:

•	Simplify your estate
•	Reduce taxes and fees
•	Protect your assets

I look forward to meeting with you,

First and last name

Financial security advisor
000-000-0000, Ext. 000000
Cell.: 000-000-0000
email@ia.ca

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iA Financial Group, 1080 Grande Allée West, PO Box 1907, Station Terminus,
Quebec City, Quebec, G1K 7M3, Canada.

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