Expression of Interest - Entries are optional

This page has been created in order to determine the best suited deals for your personal goals and/or situations. Please assist us in helping you, by answering these questions as freely and openly as you feel comfortable. Be assured that all of your information will be kept 100% confidential.

First Name:

Last Name:

Personal Email:

Business Email:

Home phone - Area code + number:

Business phone - Area code + number:

Cellular phone - Area code + number:

Mailing Address:

City or Town:

Province or State:

Postal or ZIPCode:

Have you ever purchased real estate before?

Yes No

Do you currently own a home or any other real estate properties?

Yes No

If Yes, approximately how much equity:
Please choose Range Under $25,000 $25,000 to $50,000 $50,000 to $100,000 $100,000 ato $250,000 Over $250,000

Current value of RRSPs:
Please choose Range Under $25,000 $25,000 to $50,000 $50,000 to $100,000 $100,000 ato $250,000 Over $250,000

Current Value of Mutual Funds/GICs:
Please choose Range Under $25,000 $25,000 to $50,000 $50,000 to $100,000 $100,000 ato $250,000 Over $250,000

Are you happy with your current returns?

Yes No

What type of investment or investments are you interested in?
Select One: Fixed, safe monthly cash flow Quarterly or semi annual return Medium term - 3 to 5 years Hard Money lending Capital Gains Short Term - 1 to 3 years Longer Term - 5 - 10 years Not sure

How soon do expect to see returns from your investment?
Please select one 30 Days 60 Days 90 Days 6 Months 1 Year 2 Years 3 Years Not sure

Are the funds you will use cash or borrowed funds? (ie: home equity, RRSP, personal line of credit) ? Please check one...

Borrowed Cash

How much capital are you thinking of investing?
Please choose Range Under $25,000 $25,000 to $50,000 $50,000 to $100,000 $100,000 ato $250,000 Over $250,000

What rate of return are you looking for:
Please choose % 5% 6% 7% 8% 9% 10% 11% 12% 13% 14% 15% 16% to 20% 21% to 25% 26% to 30% 31% to 35% over 35% return

How readily available are your investment funds:
Please select Available now WIthin days Within weeks 1 to 3 months 4 to 6 months 6 months to a year longer than a year not sure

How hands-on would you like your investment to be?
Please select Extremely hands on Very hands on Reasonably hands on Moderately hands on Little or no hands on not sure

What are your investment goals?
Please select Reduce tax burden Create monthly income stream Become financial secure Expand current portfolio Become a professional Investor not sure

Please let us know how you found us?
Please select GOOGLE SEARCH YAHOO SEARCH BING SEARCH RADIO FRIEND REALTOR POSTCARD NEWSPAPER OTHER

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