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In order to get things all set up, providing some additional information would help us create the right profile for you.
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Name of corporation
Date of incorporation
Corporation number
Corporation address
Email
Phone
Website
Is the one registering a director, 10% shareholder or
policy-making officer of a publicly held company?
Select an option
Yes
No
Directors and beneficial owners holding > 20% shares
NAICS business code
Use the code that best describes the nature of the business based off Statistics Canada's website.
Search NAICS
What best describes the corporation’s primary business?
Select an option
Financial Institutions
Operating Entity
Non-Operating Entity
Charitable Organization
Annual income
Liquid assets of corporation
Investment objective
Select an option
Capital Preservation
Growth
Income
Speculation
Source of funds
Select an option
Salary, wages, savings
Working Capital
Investment capital gains
Corporate Income
Family, relatives, inheritance
Sale of property
Crypto Trading
NFT Trading
Business Revenue
Other
Source of funds (other)
Purpose for the transaction
Select an option
Business operating revenue and expense propcessing
Investing of retirement fund
Investing of college funds
Investing for estate planning purposes
Business payroll processing
Business funding
Investing of pooled assets
Investing of business revenue
General investing
Investing for tax benefit
Source of wealth
Select an option
Salary, wages, savings
Family, relatives, inheritance
Litigation award
Gambling
Social Security
Investment gains
Lottery
Real Estate
Gifts
Crypto Trading
NFT Trading
List of wallet addresses to be used
List of cryptocurrencies to be traded
Expected amount of CAD / cryptocurrency to be traded
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