intake

Personal Info

Full Name *

Email *

Phone *

Date of birth

Marital Status

Single Married Common-Law Other

Goals & Objectives

What would you like to focus on in your planning? (Select all that apply)

Retirement Income Planning Estate & Succession Planning Business Continuity & Exit Planning Tax Mitigation & Wealth Defence Philanthropy & Charitable Giving Corporate-to-Personal Wealth Movement

Financial Snapshot - Corporate

Business / Operating Company Name(s)

Approximate Gross Annual Business Revenue
(Annual top-line revenue)

$

Approximate Net Annual Business Income
(After expenses, before tax)

$

Do you have a Holding Company (Holdco)?

Yes No Not sure

Do you have a partner or partners in your business?

Yes No

Financial Snapshot - Personal

What is your annual personal spending amount (burn rate)?

$

Annual Salary Taken (Spouse/Partner, if applicable)

$

Other compensation received (dividends, bonuses, etc.)

$

Please list your non-registered personal assets
(Real estate, non-registered investments, private shares, etc.)

Approximate current value of non-registered assets

$

Approximate cost base of non-registered assets (if known)
(Original purchase price / adjusted cost base)

$

Approximate RRSP Value

$

Approximate TFSA Value

$

Approximate RESP Value

$

Other Registered Plans (if applicable)

Wills, Insurance and Estate Planning

Additional Comments and Supporting Documents

Are there any specific concerns, goals, or upcoming events we should be aware of?
(e.g., sale of business, real estate transaction, family transition, major tax event)

Upload Supporting Documents Attach any relevant files (PDF, Word, Excel, images, etc.) — multiple files supported

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