Let's start with the basics. This helps your advisor personalize your experience and communications.
🔒All fields are optional. Your data is encrypted and only shared with your assigned advisor. You control what's visible.
First name
Last name
Email optional
Phone optional
Date of birth optional
Used for life stage modeling and long-term wealth projections.
Gender optional
Marital status optional
Your household
Understanding your household helps us anticipate life changes and tailor recommendations to your family's needs.
🔒This information powers life stage intelligence. It helps your advisor anticipate when you might need more space, want to downsize, or plan for other transitions.
Do you have children? optional
Children
1
Living Situation
Others in the home optional
Any upcoming life changes? optional
These feed the Life Stage Intelligence engine and help your advisor reach out at the right moment.
Your property
We already know the basics from public data. These details help sharpen your Home Credit Score and capital planning.
Your Property
486 Ruby St, Wolseley, Winnipeg
$487,200 estimated value
Property type
Approx. sq ft optional
Bedrooms
Bathrooms
Year built optional
Major Systems
🏡Knowing when systems were last replaced helps us forecast capital costs and flag maintenance before problems arise. Estimates are fine.
Roof age optional
Furnace age optional
Windows optional
Hot water tank optional
Any recent renovations? optional
Your mortgage
This is the most impactful data for your wealth modeling. It powers equity tracking, payoff optimization, and renewal planning.
🔒Mortgage details are highly sensitive. Share only what you're comfortable with. Even partial information improves your modeling. You can always add more later.
Lender optional
Original amount optional
Helps calculate total equity growth since purchase.
Current balance optional
Powers your real-time equity position.
Interest rate optional
Rate type
Amortization optional
Term remaining optional
Renewal date optional
We'll alert you and your advisor well before renewal so you can explore options together.
Payment frequency optional
Monthly payment optional
Your finances
This is the most personal step. We use broad ranges, not exact figures. Share only what feels right — even a little helps the modeling engine work better for you.
🔒Income and financial data is used only by the modeling engine to generate scores and recommendations. It is never shared with vendors, lenders, or anyone outside the platform. Your advisor sees insights, not raw numbers.
Household income range optional
Under $75K
$75K - $100K
$100K - $150K
$150K - $200K
$200K - $300K
$300K+
Used for affordability modeling and debt service ratios. We never ask for exact income.
Employment type optional
Other Real Estate
Do you own other properties? optional
If you have a portfolio, we can model your total real estate wealth position.
Investment property interest? optional
Helps your advisor surface relevant opportunities and tools like the Rental Income Analyzer.
Property Costs
Annual property tax optional
Home insurance optional
Condo fees if applicable
Review your profile
Here's what you've shared. You can edit any section, or come back anytime to add more. Every piece of data makes your tools and recommendations smarter.
64%
Complete
Great start. Your Home Credit Score and wealth tools are already more accurate. You can fill in the rest anytime.