Investor Pre-Qualification Form

Finding an investment, vacation or second home can be exciting. But deciding what you truly want, need, and ultimately can afford, can be challenging. Making these decisions begins with setting priorities among different preferences. Most homebuyers invariably face trade-offs. As your trusted and accredited buyer’s representative, I can help you sort out your options and offer you important insights that are specific to your market.

The first step in obtaining my services is to complete the Online Investor Pre-Qualification form below. Once you have submitted the form, I will review your responses and schedule an online consultation where we can explore how best I can represent you.

One of the purposes of qualifying buyers is to narrow the field to avoid confusion and wasted time and effort for everyone. The questions below will help me determine your needs and wants as a buyer. Information that you provide will be used to assist with the selection of properties to be shown.

If you have any difficulty completing the form, please do not hesitate to contact me and I will gladly walk you through the various sections.

If you are interested in purchasing an international property in the United States or elsewhere, please do not complete this form and kindly visit my International Real Estate Page for further information and to access the appropriate online form.

Federal money laundering and anti-terrorist financing rules require real estate agents and brokers to collect personal identification information from buyers under the federal Proceeds of Crime (Money Laundering) and Terrorist Financing Act. To assist with complying with this requirement, please remember to bring a valid identification document to your consultation.
(eg. January 1, 2022)
Enter '0' if not applicable
If you do not require a mortgage or loan please enter 'N/A'
If applicable, please remember to provide a copy of your mortgage or loan pre-approval document during your consultation.
Unless you are a person with a disability or you are helping a related person with a disability buy or build a qualifying home, you have to be a first time home buyer to withdraw funds from your RRSP(s) to buy or build a qualifying home under the Home Buyers’ Plan. You are considered a first-time home buyer if, in the four year period, you did not occupy a home that you owned, or one that your current spouse or common-law partner owned. To help you determine whether you are a first-time home buyer, please visit the Government of Canada's website for further information at: https://www.canada.ca/
Under Canada's tax system, your income tax obligations to Canada are based on your residency status. You need to know your residency status before you can know what your tax responsibilities and filing requirements to Canada are. To determine your residency status, all of the relevant facts in your case must be considered, including residential ties with Canada and the length of time, purpose, intent, and continuity of the stay while living inside and outside Canada. To help you determine your residency status for income tax purposes and your tax obligations to Canada please visit the Government of Canada's website for further information at: https://www.canada.ca/
I/We warrant that I/We are not a party to a representation agreement with any other registered real estate brokerage for the purchase or lease of a real property of the general description indicated above.

I/We agree and consent to the collection, use and disclosure of my/our personal information by the real estate brokerage for buying, selling and marketing purposes.

I/We have read and accept the Privacy Policy and Terms of Use of this website.