.

Basic Information

Dear Sir or Madam, kindly spare a few moments to fill out the following questionnaire.

Secured
1

First Name ?

2

Last Name ?

3

Date of Birth

yyyy/mm/dd
4

Language of Correspondence

Select one or more answers
5

Marital Status

If there was a change in 2024, please specify in "Other"
6

Address

Ex : 5-2290 Rue de la Poudriere, Montreal, QC, H2J 1E7
7

Email

8

Phone Number

9

What is your status in Canada ?

If there was a change in 2024, please specify in "Other"
10

First name of your spouse ?

If applicable
11

Last name of your spouse ?

If applicable
12

Birth date of you spouse ?

If applicable yyyy/mm/dd
13

Email of your spouse ?

If applicable
14

Phone number of your spouse ?

If applicable
15

Does your spouse use the same address ?

If applicable If answer is "No", please specify in "Other"
16

Are you claiming any of the following Tax Credits ? - Disability Amount - Education Amount - Caregiver Amount - Volunteer Firefighter or Search/Rescue Credit - Canada Workers Benefit

If your answer in "Yes", please specify in "Other"
17

Have you owned any foreign property valued over $ 100,000 ?

Select one answer
18

Did you sell a home in 2024

Select one answer
19

Are you filing for the First time in 2024 ?

Select one answer
20

Did you receive, hold, or get rid of Crypto assets ?

Select one answer
21

Please list any changes to your or your wife's personal information made in 2024.