Investor's General Information
First Name
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Last Name
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Phone
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Email
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Occupation
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Residency Address
Street Address
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City
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Postal code
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Are you a Canadian Citizen?
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Yes
No
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If not a Canadian Citizen, please select what's applicable
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Travel Visa
Work Permit/Visa
Permanent Resident
International Student/Study Permit
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Please provide a Government issued ID #1 (e.g., passport, driver's licence, citizenship or birth certificate, etc)
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.pdf, .docx, .doc, .jpeg, .jpg, .png, .gif
Please provide a VOID Cheque or Pre-Authorized Debit Form for ID #2 (for compliance purposes)
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.pdf, .docx, .doc, .jpeg, .jpg, .png, .gif
What's your Social Insurance Number (SIN)?
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Are you currently married?
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Yes
No
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What's your Spouse's legal name?
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What's your Spouse's occupation?
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What's your Spouse's approximate income?
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Under 25 000 $
25 000 $ - 49 999 $
50 000 $ - 74 999 $
75 000 $ - 99 999 $
100 000 $ - 124 999 $
125 000 $ - 199 999 $
200 000 $ - 999 999 $
1 million $ and over
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What's your Spouse's investment knowledge?
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Novice
Fair
Good
Excellent
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What's your Spouse's investment experience?
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Bonds
Mortgages
Stocks
Mutual Funds
Term Deposits
Real Estate
ETFs
Options
Exempt Market/Private Equity Products
None
What's your Spouse's asset? (please fill in the table below. If not applicable, please put 0)
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Principal Residence $.
Real Estate $.
Investments (Registered) $.
Securities $.
Term Deposits $.
Other Liquid Savings $.
Insurance Cash Value $.
Other $.
What's your Spouse's liabilities? (please fill in the table below. If not applicable, please put 0)
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Principal Mortgage $.
Other Mortgages $.
Personal Loans $.
Others Loans $.
Line of Credit $.
Credit Cards $.
Income Tax Due $.
Other $ .
What's the investment you are looking for?
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What's the amount you are looking to invest?
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$
Please choose the Distributions Option
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Direct to Bank
Distribution Re-Investment
Hold Until IPO
No elements found. Consider changing the search query.
List is empty.
What's your approximate income?
*
Under 25 000 $
25 000 $ - 49 999 $
50 000 $ - 74 999 $
75 000 $ - 99 999 $
100 000 $ - 124 999 $
125 000 $ - 199 999 $
200 000 $ - 999 999 $
1 million $ and over
No elements found. Consider changing the search query.
List is empty.
What's your investment knowledge?
*
Novice
Fair
Good
Excellent
No elements found. Consider changing the search query.
List is empty.
What's your investment experience? (Select all applicable)
*
Bonds
Mortgages
Stocks
Mutual Funds
Term Deposits
Real Estate
ETFs
Options
Exempt Market/Private Equity Products
None
Do you have accounts with other dealers (e.g., investment firms, banks)?
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Yes
No
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If yes, please specify:
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What kind of contribution are you looking for? (Select All Applicable)
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Non-Registered
RRSP
Spousal RRSP
TFSA
RESP
RRIF
LIRA
LIF
RDSP
What's your investment time horizon?
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< 1 year
1 < 3 years
3 < 5 years
5 < 10 years
10 < 20 years
20 years and more
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List is empty.
What's your asset? (please fill in the table below. If not applicable, please put 0)
*
Principal Residence $.
Real Estate $.
Investments (Registered) $.
Securities $.
Term Deposits $.
Other Liquid Savings $.
Insurance Cash Value $.
Other $.
What's your liabilities? (please fill in the table below. If not applicable, please put 0)
*
Principal Mortgage $.
Other Mortgages $.
Personal Loans $.
Others Loans $.
Line of Credit $.
Credit Cards $.
Income Tax Due $.
Other $ .
Signature
*
Clear