SP Capital Wealth
Intake Form
Name
*
First Name
Last Name
Date of Birth
*
Please select a month
January
February
March
April
May
June
July
August
September
October
November
December
Month
Please select a day
1
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Day
Please select a year
2025
2024
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1920
Year
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Time at Residence
*
Living Situation
*
Please Select
I own my property
I am renting
I live with my parents
Place of Employment
*
Job Title
*
Be Specific
Job Tenure (In Years)
*
Annual Salary (or Retired):
*
Marital Status
*
Please Select
Single
Married
Separated
Widowed
Divorced
For How Many Years
*
SIN Number
*
Services Needed
Check All That Apply
Back
Next
Please provide dollar figures to the best of your knowledge for all assets you currently possess.
Real Estate - Principal Residence & Investment Properties
If owned, include the total outstanding mortgage
Investments (e.g., Stocks, Bonds, GICs)
Non-registered Investment Accounts
Tax-Free Savings Accounts (TFSA)
Registered Retirement Savings Plans (RRSP)
Locked-in Retirement Account (LIRA)
Registered Pension Plans (RSP)
Cash Holdings
Private Equity
Cryptocurrency
Other
Net Assets
Net Financial Assets
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Next
Would you like to book a 30minitue consultation?
*
Please Select
Yes
No
I agree to submit the requested information as outlined.
*
* Depending on your selection of required services more information may need to be requested at a later date
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