New client

First name

Last name

Email address

Primary phone

Cell

Land

Phone number

Language of correspondence

English

French

Are you referred?

Yes

No

What is the name of the person or organization who referred you?

Our Address

Address

City

Province / Territories

Postal Code

Date of birth (YYYY/MM/DD)

SIN (Social insurance number)

Upload image of your I.D (PDF or JPEG image)

Select the file

Upload image of your void cheque (PDF or JPEG image)

Select the file

Marital status

Do you have a spouse

Yes

No

Spouse Profile

First name

Last name

Date of birth- mandatory if opening a joint account

SIN (Social insurance number)- mandatory if opening a joint account

Email - mandatory if opening a joint account

Telephone – mandatory if opening a joint account

Occupation/job title

Salary

Years with employer

Employer’s name

If retired or not employed, please enter your pre – retirement occupation/former employment details

Employment status(dropdown)

Occupation/job title

Salary

Years with employer

Employer’s name

NET LIQUID ASSETS

Registered accounts

Non-registered accounts

NET FIXED ASSETS

House worth

Balance of mortgage

Children’s personal information is required to open a RESP account

Children (you can add as many lines as needed by clicking on the +)

Child’s name	Date of birth	Gender	SIN

Specify:

Beneficiary designation for accounts

Investor knowledge

Sophisticated

Good

Limited

Little to none

Number of years of investment experience

None

1-3 years

3-7 years

More than 7 years

Please bring the following documents to the meeting:

driver’s license, passport or provincial identification
your investment statements;
your loan statements;
your insurance statements;
and other statements that you consider relevant