Step 1 – Contact

Find the contact of your personal advisor or the customer service department of your financial service provider

Step 1 Download Link

Step 2 – Engage the conversation

You may use the following downloadable links to help. Complete all missing information and feel free to adapt it to your own needs.

Step 2 Download Link

Step 3 – Challenge

Challenge the answer you receive using the glossary and the links.

Step 3 Download Link

Step 4 – Switch

If you are not satisfied with the solutions provided by your current financial service provider, you may want to switch to a solution more aligned with your values.

Step 4 Download Link