(416) 846 - 5837

Refer a Friend

Name of Person whom you refer:

Phone number:

E-mail address:

Services interested:

Name of Referee and comment

OR
I have given your Name and Phone # to my friend:
They may be calling you for (name of services):
Terms and conditions of the Referral Program

  • The referral program intends to thank you for your reference; your vision for financial planning and motivating your friends will help build a strong community.
  • Before you fill-up the referral form, please talk to your friend and take their permission to send their contact details to me.
  • Please keep a copy of this form with you for your reference.
  • Your Repeat business will also consider under the referral program

I have been your client/friend; I am satisfied with your service; therefore, I am happy to refer you to my friend named above.

Thanks,


Disclaimer: Insurance, Investment and Mortgage products & services are provided by Devangkumar Shah.
Mutual Funds are sold through Shah Financial Planning Inc., the Mutual Fund Dealer.
Lotus Loans and Mortgage ltd. is the principal mortgage broker.