(647) 693-5898

Refer a Friend

Name of Person whom you refer:

Phone number:

E-mail address:

Services interested:

Name of Referee and comment

I have given your Name and Phone # to my friend:
He/she may be call you for (name of services):
Terms and conditions of Referral Program

  • Intention of referral program is to say thank you for your reference; your vision for the financial planning and to motivate your friends will help to build 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 referral program

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


Disclaimer: Insurance, Investment and Mortgage products & services are provided by Devangkumar Shah.
Mutual Funds license sponsored by Shah Financial Planning Inc.
Lotus Loans and Mortgage ltd. is the principle mortgage broker.