ClearEstate Planning Discovery Form

Let’s start the conversation about your legacy.

Please complete the following form to help us better understand your estate planning needs. This will allow us to tailor our discussion and explore how ClearEstate and Baker & Associates Private Wealth Management can support your goals.

Contact

If you have any questions or comments, please contact us via email or phone, or send us a message using the contact form.

Contact Hours

Monday - Friday
8:30 - 4:30 P.M. or by special appointment

Email
mandy.baker@igpwm.ca
kathy.pilon@igpwm.ca

Phone
(250) 331-6200
Fax (250) 338-2113