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Notes

Use this space to make notes for this client’s profile, topics you want to discuss before finalizing the HelloLife program or to keep detailed notes about each client meeting.

Keep in mind these notes can only be seen or retrieved by you.

This is a good point to get the information needed to complete the HelloLife enrolment form such as social insurance or driver’s license numbers.

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Your ID code

  Load profile

Here you can load your profile using your ID code. You would’ve received that ID code:

In an email from your financial security advisor.

OR

From the Save page after your first visit to the planner.