Investor Questionaire

The following questionaire will help us understand you and your investment needs better. If you prefer to have us assist you with this process you can send a message or book meeting with Christine by using the form at the bottom of the page.

Please Introduce Yourself

First Name

Last Name

Phone/Mobile

How did you hear about us?

Please tell us where you heard about us.

we would love to get to know you a little better.

Spouse First Name

Spouse Last Name

What is Your Mailing Address

What is your occupation?

You selected “other” please explain your investment experience.

What, if any, experience do you have with private lending?

What are your investment objectives?

Other – Please explain

What are your interest rate expectations? (Please provide a range)

How much capital are you interested in investing?

How Much Of That Capital is Registered Funds? Registered Funds are RRSPs, TFSAs, LIRAs and RRIFs

Would You Like To Use Both Cash & Registered Funds For Funding Of A Private Mortgage?

Yes

Are You Aware That You Can Use Both Registered Funds and Personal/Corp Cash To Fund A Mortgage?

Yes

Do You Currently Have Registered Funds With A Self-Directed Account/s?

Yes

Unsure

Please provide the name of the Financial Institution holding your Registered Funds:

Now To Customize Your Mortgage Opportunities

Would You Prefer Mostly 1st or 2nd Position Mortgages?

First Mortgages Only

Second Mortgages Only

A Mix of First and Second Mortgages

I’d Need to Learn More

Almost Done: Just Housekeeping Left

Would You Like To Get A HeadStart On Your Private Investing Journey?

Yes

Name & Relationship Of Beneficiaries & Percentage Allocated

Up To 2 People Can Be Your Beneficiary & Must Total 100%

Beneficiaries

Beneficiary Name	Percentage

Account Holder Birthdate

Registered Funds Transfer Details (Optional)

We can fill out all the requisite paperwork, this can give us a head start on the paperwork needed to get your RRSP’s & TFSA funds working.

Institution Name

Address

Address Line 1

City

Province

Postal Code

Account or Policy Number

Amount to Transfer

Full or Partial Transfer?

Any Additonal Comments Or Questions For Magnum Mortgage

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Contact Christine today!

We are a full service mortgage administrator and mortgage brokerage. We specialize in diverse investment opportunities producing higher returns than traditional investments.

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Investor Questionaire

Learn More...

Contact Christine today!

Visit Us

OPENING HOURS

Join The club