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Referral Form
If you would like an Advisor from The PPK Team to contact you, please fill out this brief form.
*Client Name:
*Referral Home Phone:
*Referral's Name:
Referral Business Phone:
Referral Email Address:
Referral Cell Phone:
Home Phone:
Business Phone:
Your Relationship to Referral:
Friend     Family     Business     Other
What is the approximate size of your investment portfolio?
Would you like us to contact your referral?
Yes
Comments:
 
*= Required
 

Coordinates

Peter J. Lambert
Wealth Advisor
Associate Director, Wealth Management
Phone: (905) 337-6302
peter

Karl Zimmerman
Wealth Advisor
Associate Director, Wealth Management
Phone: (905) 337-6304
karl

Rose Hawrychuk
Assistant and Team Manager
Phone: (905) 337-6305
rose

Dawn Bast
Senior Assistant
Phone: (905) 337-6306
dawn

Business Hours

Monday to Friday (except holidays)
8:30 am. to 4:30 pm.
Outside of business hours
by appointment