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Becoming Your Own Banker Consultation - BC Residents Only
Fill out this form to see if you qualify for a free 30 minute consultation to become your own banker.
17
Questions
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1
Are You Employed?
*
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YES
NO
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2
Where do you work?
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3
What is your annual income?
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4
Are you...
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Business Owner
Employee
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5
As a business owner, are you on T4'd income or do you take dividends?
T4 Income
Dividends
Both
I don't know
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6
Do you own your home?
*
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YES
NO
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7
What is your home value?
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8
How much do you owe on your home?
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9
What is your monthly payment on your mortgage and what is your interest rate?
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10
When is the next mortgage renewal date?
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11
Do you have mortgage insurance?
YES
NO
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12
Do you have any other debts? If so, what are they and how much?
*
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Eg: Vehicle lease, line of credit, etc
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13
Do you have any savings or investments? If so, provide details
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14
Do you have any life insurance? If so, please provide details.
*
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15
Name
*
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First Name
Last Name
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16
Email
*
This field is required.
example@example.com
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17
Phone Number
*
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Area Code
Phone Number
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