LET'S WORK TOGETHER. KYI FORM Full Name:* Address:* City:* Province:* Postal Code:* Best Number to Reach You: * Email:* Income Range:* -- Under $25,000 $25.000 - $49.999 $50,000 - $74.999 $75,000 - $99.999 $100,000- $199.999 $200,000 - $999.999 Over $1,000,000 Approximate Net Worth:* -- Under $20,000 $20,000 - $34.999 $35,000 - $59.999 $60,000 - $99.999 $100,000 - $199.999 $200,000 - $999.999 Over $1,000,000 When are you looking to invest?* -- <1 Year 1-3 Years 3-5 Years 5-10 Years 11 - 20+ Years What is your Main Objective of Investing in Mortgages?* -- Tax Savings Retirement Planning Education Planning Estate Planning How would you best describe your Risk Tolerance:* --- None - I want no risk Very Low - I want little to no risk Low - I want very little risk Medium - I am fine with some risk High Aggressive - I am fine with calculated risk Other (describe in comment section below) How would you describe your current mortgage knowledge and acumen?* --- Sophisticated - I have invested in multiple mortgage loans in the past, written my own commitments, and enforced my own loans Good - I have invested in multiple loans in the past using a mortgage broker. Fair - I have personally invested in a mortgage loan on my own in the past Novice - I have had passive experience as a mortgagee and/or mortgagor Non-existent - I am new and have never had a mortgage or invested in a mortgage Additional Comments: If you have received a PDF from us (KYI Form), please upload it here. If you have not, you can skip this step and click on Submit below: Submit
