FINANCIAL QUESTIONS

While choosing WealthSense with your investment portfolio will lead you to reaching your investment potential; with our resources and the right plan in place, you will feel much better about how your winning portfolio will perform in the future. Allowing our team at WealthSense to help make your task easier, please fill out the questionnaire below to get started on the road to ensuring a comfortable and healthy financial future.

    LET’S GET STARTED

    We have a few questions so that we can get to know you and better help you. There’s no cost or obligation with submitting the following application.

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    What are you interested in?

    Investments   Banking

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    What is your address?

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    Are you a canadian citizen?

    Yes   No

    What is your residency status?


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    Where were you born?


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    Are you politically exposed?

    Yes   No

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    Are you employed?

    Yes   No

    What is your occupation?

    What is your employer's name?

    How long have you been employed here?

    What is your annual income?

    Please describe your current employment status

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    Do you have any non-employment income?

    Yes   No

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    Please confirm your net worth

    Savings and Investments *
    Value of your home
    Mortgage Balance
    Other Debts *
    Net Worth

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    Who would you like to name as your beneficiaries?

    Your beneficiaries are the people who will collect your life insurance payout.

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    Do you have a driver's license?

    Yes   No

    Please provide your license number

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    Do you have any other investments?

    Yes   No

    Please provide more details

    Amount *
    Investment type
    With who?
    Amount *
    Investment type
    With who?
    Amount *
    Investment type
    With who?
    Amount *
    Investment type
    With who?

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    What is your cell phone number?

    We need your cell phone number to send you a code that's needed to access important documents

    You must agree to the terms before you can submit the questionnaire