Pre-Meeting Questionnaire - Prairie Wealth

Step 1 of 6

About you

Just enough to reach you and to know which provincial tax rules apply.

Name *

Please enter your name.

Email *

Please enter a valid email address.

Phone

Province or territory of residence *

Please select where you live.

Your age *

Please enter your age.

Best way to reach you *

Email Phone call Text

Step 2 of 6

Your household

Family structure changes almost every planning recommendation: income splitting, education savings, estate rules.

Marital status *

Please choose one.

Partner's age

Is your partner working

Is there a significant income gap between you *

Yes No Not sure

Any dependants *

Yes No Prefer not to say

Please choose one.

How many

Anyone financially dependent because of disability or aging parent support

Is any dependant approved for the Disability Tax Credit

Yes No Not sure

Anything that changes your tax status or planning options *

These change the rules significantly, especially around TFSAs, RESPs, and tax residency.

US citizen / green card / US tax filer Non-resident for Canadian tax purposes Recently arrived within the last 5 years Property / significant assets outside Canada None of these

Please select at least one. "None of these" is a valid answer.

Step 3 of 6

Your work and income

A rough picture is enough. This is not an underwriting form.

How are you primarily earning income *

Please choose one.

Owning a corporation opens up a whole second set of decisions: salary versus dividends, corporate investing, and the passive income rules. We'll go deeper on this at Stage 2.

Roughly how much is invested inside the corporation

Do you also have a holdco or family trust

Yes No Not sure

Household income range

Do you have a workplace group plan or pension

Yes No Not sure

If yes, are you getting the full employer match

An unmatched employer contribution is the only guaranteed 100% return available to anyone.

Yes No Not sure

Step 4 of 6

What you already have

Tick everything that applies. If you're not certain what something is, leave it; we'll sort it out together.

If you already have an FHSA, what year did you open it

Home ownership

Yes, I own No, I rent Living with family / other

Worth flagging: if buying a first home is anywhere on your horizon, the FHSA is currently the single best-value account in Canada: a deduction on the way in and tax-free on the way out. Contribution room only starts accumulating once the account is opened.

If buying a first home matters, when might that be

Next mortgage renewal year

Rough investable assets

Any debt beyond a mortgage

Step 5 of 6

What matters most

This is the part I actually read twice. The numbers are easy; knowing what you're solving for is not.

What keeps you up at night about money

In your own words. One sentence is plenty, and honest beats polished.

Please share anything you'd like Jahid to know.

Why now? What made you reach out at this particular moment?

A new job, a baby, a sale, a birthday, or a bad night's sleep all help.

Step 6 of 6

Last few things

Almost done.

Is there a decision or deadline coming up

Yes - within a month Yes - next few months No specific deadline Just exploring

How did you hear about me

Anything else I should know before we speak

Consent *

I agree to this information being used to prepare for our conversation. It's stored securely, never sold, and never shared with a third party without asking you first. You can ask for it to be deleted at any time. Subscribe to my email newsletter Optional. Unsubscribe any time.

We need your consent before going further.

Please select how you prefer to be contacted.

OK

That's everything - thank you

Here's what you told me. Have a quick read, then send it across. I'll come back within one business day with a proposed time and a couple of things I've already spotted.

Preliminary observations Advisor view

Generated automatically from your answers. These are starting points for discussion, not advice - every one of them needs your full picture before it means anything.

Your information is handled in strict accordance with Canadian privacy legislation (PIPEDA / Provincial PIPA). It is collected solely to deliver personalized financial planning services, retained confidentially, and never disclosed without your explicit consent. View our full Privacy Policy.

About you

Your household

Your work and income

What you already have

What matters most

Last few things

That's everything - thank you

Preliminary observations Advisor view

Ready to schedule your initial consultation?