Welcome Questionnaire Please answer the following questions for your transaction(s). We look forward to working with you!   Primary Contact  Your Name * Email * Clerk * ---Anisa MingkaJennifer JoyJulia BlanchardKaren DuncanKavita KhullarMonique Gilchrist Nature of Transaction * ---PurchaseSaleBoth Number of owners * Purchase Section Purchase Questions 1. Full legal names of those going on title (ie. owners): First Name 1 * Middle Name 1 Last Name 1 * First Name 2 Middle Name 2 Last Name 2 First Name 3 Middle Name 3 Last Name 3 First Name 4 Middle Name 4 Last Name 4 2. Dates of birth for each owner: First Name 1 * Middle Name 1 Last Name 1 Date of birth 1 * First Name 2 Middle Name 2 Last Name 2 Date of birth 2 First Name 3 Middle Name 3 Last Name 3 Date of birth 3 First Name 4 Middle Name 4 Last Name 4 Date of birth 4 3. Telephone(s) and email(s) contact for all owners: First Name 1 * Middle Name 1 Last Name 1 * Phone 1 * Email 1 * First Name 2 Middle Name 2 Last Name 2 Phone 2 Email 2 First Name 3 Middle Name 3 Last Name 3 Phone 3 Email 3 First Name 4 Middle Name 4 Last Name 4 Phone 4 Email 4 4. Are all owners Canadian Citizens or Permanent Residents of Canada? * YesNo Please provide more detail: 5. Occupations for each owner (please try to be as specific as possible): First Name 1 * Middle Name 1 Last Name 1 * Occupation 1 * First Name 2 Middle Name 2 Last Name 2 Occupation 2 First Name 3 Middle Name 3 Last Name 3 Occupation 3 First Name 4 Middle Name 4 Last Name 4 Occupation 4 6. Marital status for each owner: First Name 1 * Middle Name 1 Last Name 1 * Status 1 * singleseparatedcommon lawlegally marrieddivorcedwidowed Spouse name (if applicable) 1 First Name 2 Middle Name 2 Last Name 2 Status 2 singleseparatedcommon lawlegally marrieddivorcedwidowed Spouse name (if applicable) 2 First Name 3 Middle Name 3 Last Name 3 Status 3 singleseparatedcommon lawlegally marrieddivorcedwidowed Spouse name (if applicable) 3 First Name 4 Middle Name 4 Last Name 4 Status 3 singleseparatedcommon lawlegally marrieddivorcedwidowed Spouse name (if applicable) 4 7. Current address(es) for each owner: First Name 1 * Middle Name 1 Last Name 1 * Address 1 * First Name 2 Middle Name 2 Last Name 2 Address 2 First Name 3 Middle Name 3 Last Name 3 Address 3 First Name 4 Middle Name 4 Last Name 4 Address 4 8. Is any owner a First Time Home Buyer? * YesNo (To qualify as a First Time Home Buyer you cannot have owned a home or an interest in a home anywhere in the world, and your "spouse" cannot have owned a home or interest in a home, anywhere in the world while he or she was your "spouse".) Details 9. How will this property be used? * Rental Property Owner Occupied Commercial Purposes 10. Are you obtaining financing for this purchase? * Yes No Name of lender/bank: * Are all purchasers making equal financial contributions to the purchase and carrying costs? * Yes No Unsure (if you select this, one of our lawyers will contact you to discuss) How do you wish to hold title to the property? * Joint Tenants - When one owner passes away, the property will automatically belong to the surviving owner(s). Tenants in Common - Title can be held by any percentage for example, 50/50 or 60/40 or 33/33/33 etc. When an owner passes away, the property does not automatically belong to the surviving owner(s) instead, the percentage held by the deceased person will be distributed according to their Will or according to legislation if there is no Will. Unsure (if you select this, one of our lawyers will contact you to discuss) 11. What type of property is the home? * Detached Semi-detached Condo Townhouse 12. Is the water heater owned or rented? * RentedOwned Name of rental company (if you know): 13. Have you been provided with a survey for the property? * YesNo 14. Please advise who referred you to our office: * 15. We will be in touch to arrange an appointment for you to meet with one of our lawyers (to be held 1-2 days prior to your closing date) to sign our transaction paperwork. Please let us know which of our offices is most convenient for you and please note that you will meet with whichever lawyer is scheduled to be in your preferred location on the day of your appointment. If you prefer to meet with a specific lawyer, please comment below and we will do our best to accommodate that request. * 1595 Upper James Street, Unit 101, Hamilton 2180 Itabashi Way, Unit #4A, Burlington 860 Queenston Road, Stoney Creek 1 James Street South 6th floor, Hamilton 261 Martindale Road, #14c, St. Catharines 1320 Cornwall Road, Oakville 150 Prince Charles Dr. S, Welland Remote/Virtual Appointment 16. Would you like to discuss having (or updating) Wills and Powers of Attorney? * Yes No 17. Anything else you wish to tell us about your purchase? * Sale Sale Questions 1. Marital status for each owner: First Name 1 * Middle Name 1 Last Name 1 * Status 1 * singleseparatedcommon lawlegally marrieddivorcedwidowed Spouse name (if applicable) 1 First Name 2 Middle Name 2 Last Name 2 Status 2 singleseparatedcommon lawlegally marrieddivorcedwidowed Spouse name (if applicable) 2 First Name 3 Middle Name 3 Last Name 3 Status 3 singleseparatedcommon lawlegally marrieddivorcedwidowed Spouse name (if applicable) 3 First Name 4 Middle Name 4 Last Name 4 Status 4 singleseparatedcommon lawlegally marrieddivorcedwidowed Spouse name (if applicable) 4 2. Telephone and email contact information for all owners: First Name 1 * Middle Name 1 Last Name 1 * Phone 1 * Email 1 * First Name 2 Middle Name 2 Last Name 2 Phone 2 Email 2 First Name 3 Middle Name 3 Last Name 3 Phone 3 Email 3 First Name 4 Middle Name 4 Last Name 4 Phone 4 Email 4 3. Current Address(es) for each owner: First Name 1 * Middle Name 1 Last Name 1 * Address 1 * First Name 2 Middle Name 2 Last Name 2 Address 2 First Name 3 Middle Name 3 Last Name 3 Address 3 First Name 4 Middle Name 4 Last Name 4 Address 4 4. Forwarding Address(es) for each owner: First Name 1 * Middle Name 1 Last Name 1 * Address 1 * First Name 2 Middle Name 2 Last Name 2 Address 2 First Name 3 Middle Name 3 Last Name 3 Address 3 First Name 4 Middle Name 4 Last Name 4 Address 4 5. Are all owners a "resident" of Canada for tax purposes? * Yes No Uncertain 6. Is this a rental property? * Yes No Is this property vacant? * Yes No 7. Do you have a survey for the property? * Yes No 8. Is there is a mortgage or secured line of credit to be discharged? * Yes No Please provide the mortgage loan number or account number and name of institution: * 9. How do you pay the property taxes? * Through my mortgage lender I pay them directly to the Municipality Note: if you are on monthly payments, please contact the municipality to cancel the automatic withdrawals 10. Is the sale property located in either Toronto or Hamilton? * No Yes Tax Declaration * Please forward us the confirmation of filing for the Vacant Home Tax Declaration for the previous year. Are you paying monthly, bi-weekly or quarterly by automatic debit? * 11. Is the water heater owned or rented? * RentedOwned Name of rental company (if you know): 12. Please advise if your water is supplied via the Municipality, a well or cistern: * 13. Is your heat supplied by an oil or propane tank? * YesNo Please indicate your oil provider: 14. Please advise who referred you to our office: * 15. We will be in touch to arrange an appointment for you to meet with one of our lawyers (to be held 1-2 days prior to your closing date) to sign our transaction paperwork. Please let us know which of our offices is most convenient for you and please note that you will meet with whichever lawyer is scheduled to be in your preferred location on the day of your appointment. If you prefer to meet with a specific lawyer, please comment below and we will do our best to accommodate that request. * 1595 Upper James Street, Unit 101, Hamilton 2180 Itabashi Way, Unit #4A, Burlington 860 Queenston Road, Stoney Creek 1 James Street South 6th floor, Hamilton 261 Martindale Road, #14c, St. Catharines 1320 Cornwall Road, Oakville 150 Prince Charles Dr. S, Welland Remote/Virtual Appointment 16. Would you like to discuss having (or updating) Wills and Powers of Attorney? * YesNo 17. Anything else you wish to tell us about your sale? * Section (Both) Purchase Questions 1. Full legal names of those going on title (ie. owners): First name * Middle name Last name * First name 2 Middle name 2 Last name 2 First name 3 Middle name 3 Last name 3 First name 4 Middle name 4 Last name 4 2. Dates of birth for each owner: First Name 1 * Middle Name 1 Last Name 1 * Date of birth 1 * First Name 2 Middle Name 2 Last Name 2 Date of birth 2 First Name 3 Middle Name 3 Last Name 3 Date of birth 3 First Name 4 Middle Name 4 Last Name 4 Date of birth 4 3. Telephone(s) and email(s) contact for all owners: First Name 1 Middle Name 1 Last Name 1 * Phone 1 * Email 1 * First Name 2 Middle Name 2 Last Name 2 Phone 2 Email 2 First Name 3 Middle Name 3 Last Name 3 Phone 3 Email 3 First Name 4 Middle Name 4 Last Name 4 Phone 4 Email 4 4. both Are all owners Canadian Citizens or Permanent Residents of Canada? * Yes No Please provide more detail: * 5. Occupations for each owner (please try to be as specific as possible): First Name 1 Middle Name 1 Last Name 1 Occupation 1 First Name 2 Middle Name 2 Last Name 2 Occupation 2 First Name 3 Middle Name 3 Last Name 3 Occupation 3 First Name 4 Middle Name 4 Last Name 4 Occupation 4 6. Marital status for each owner: First Name 1 * Middle Name 1 Last Name 1 * Status 1 * single separated common law legally married divorced widowed Spouse name (if applicable) 1 First Name 2 Middle Name 2 Last Name 2 Status 2 single separated common law legally married divorced widowed Spouse name (if applicable) 2 First Name 3 Middle Name 3 Last Name 3 Status 3 single separated common law legally married divorced widowed Spouse name (if applicable) 3 First Name 4 Middle Name 4 Last Name 4 Status 4 single separated common law legally married divorced widowed Spouse name (if applicable) 4 7. Current address(es) for each owner: First Name 1 * Middle Name 1 Last Name 1 * Address 1 * First Name 2 Middle Name 2 Last Name 2 Address 2 First Name 3 Middle Name 3 Last Name 3 Address 3 First Name 4 Middle Name 4 Last Name 4 Address 4 8. Is any owner a First Time Home Buyer? * Yes No (To qualify as a First Time Home Buyer you cannot have owned a home or an interest in a home anywhere in the world, and your "spouse" cannot have owned a home or interest in a home, anywhere in the world while he or she was your "spouse".) Details * 9. How will this property be used? * Rental Property Owner Occupied Comercial Purposes 10. Are you obtaining financing for this purchase? * Yes No Name of lender/bank: * Are all purchasers making equal financial contributions to the purchase and carrying costs? * Yes No Unsure (if you select this, one of our lawyers will contact you to discuss) How do you wish to hold title to the property? * Joint Tenants - When one owner passes away, the property will automatically belong to the surviving owner(s). Tenants in Common - Title can be held by any percentage for example, 50/50 or 60/40 or 33/33/33 etc. When an owner passes away, the property does not automatically belong to the surviving owner(s) instead, the percentage held by the deceased person will be distributed according to their Will or according to legislation if there is no Will. Unsure (if you select this, one of our lawyers will contact you to discuss) 11. Are you bridge financing? * Yes No Name of lender/bank: * 12. What type of property is the home? * Detached Semi-detached Condo Townhouse 13. Is the water heater owned or rented? * Rented Owned Name of rental company (if you know): 14. Have you been provided with a survey for the property? * Yes No (Both) Sale Questions 15. Forwarding Address(es) for each owner: First Name 1 * Middle Name 1 Last Name 1 * Address 1 * First Name 2 Middle Name 2 Last Name 2 Address 2 First Name 3 Middle Name 3 Last Name 3 Address 3 First Name 4 Middle Name 4 Last Name 4 Address 4 16. Is there is a mortgage or secured line of credit to be discharged? * Yes No Please provide the mortgage loan number or account number and name of institution: * 17. How do you pay the property taxes? * Through my mortgage lender I pay them directly to the Municipality Note: if you are on monthly payments, please contact the municipality to cancel the automatic withdrawals Are you paying monthly, byweekly or quartery by automatic debit? * 18. Do you have a survey for the property? * Yes No 19. Is the water heater owned or rented? * Rented Owned Name of rental company (if you know): 20. Please advise who referred you to our office: * 21. We will be in touch to arrange an appointment for you to meet with one of our lawyers (to be held 1-2 days prior to your closing date) to sign our transaction paperwork. Please let us know which of our offices is most convenient for you and please note that you will meet with whichever lawyer is scheduled to be in your preferred location on the day of your appointment. If you prefer to meet with a specific lawyer, please comment below and we will do our best to accommodate that request. * 1595 Upper James Street, Unit 101, Hamilton 2180 Itabashi Way, Unit #4A, Burlington 860 Queenston Road, Stoney Creek 1 James Street South 6th floor, Hamilton 261 Martindale Road, #14c, St. Catharines 1320 Cornwall Road, Oakville 150 Prince Charles Dr. S, Welland Remote/Virtual Appointment 22. Would you like to discuss having (or updating) Wills and Powers of Attorney? * Yes No 23. Is there anything else you wish to tell us about your transactions? * Submit Submit Submit If you are human, leave this field blank.
