Client Consent

In order to best serve you, we need consent to access and use your financial information. Please fill out the consent form below to begin your application process.

 

*Please note, without your SIN and date of birth we will not be able to obtain your credit report. For most existing clients, there is no need for duplication.

 

Detailed Application

Your personal and financial circumstance is as unique as your fingerprint.  We take pride in understanding our client's needs, motivations and desires much beyond their data on form. This helps us tailor our advice and provide the most suitable 'custom fit' financing solutions for you. A personal meeting or phone call is how we learn about you as an individual, but we do need the basic facts. This information in this form is the starting point for our conversation, and providing this information in advance allows us to prepare and spend more time focused on you. (Note - this is complex, highly secure software platform - noticeable loading time is expected)