In order to better determine your needs and how we can help you, please fill in this questionnaire.
25 Questions
Are you a Canadian citizen?*
Do you own property over $100,000 outside of Canada?*
Are you a U.S. citizen?*
Do you have children under 18 years of age?*
Are you a caregiver to someone over 18 years of age who's disabled?*
Are you self-employed?*
Do you own rental property?*
Do you do investing outside of an RRSP or TFSA?*
Have you moved in the current tax year?*
Are you a student?*
Are you an apprentice or tradesperson?*
Do you have a copy of last year's tax return as a PDF?*
Do you have a copy of last year's notices of assessment from Canada Revenue Agency as a PDF?*