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. 

Investor Questionaire

Please Introduce Yourself

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


Now To Customize Your Mortgage Opportunities

Almost Done: Just Housekeeping Left

Name & Relationship Of Beneficiaries & Percentage Allocated

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

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.

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Contact Christine today!