Your Retirement & Equity Goals

Help us tailor the right Canadian reverse mortgage structure for your unique situation prior to your strategy session.

1. What is your #1 primary reason for exploring a reverse mortgage? *

Eliminate our stressful monthly mortgage payment ($0 monthly payments) Consolidate credit cards, lines of credit, or property tax arrears Supplement fixed CPP/OAS pensions for lifestyle, healthcare, & travel Gift a living inheritance to children/grandchildren for GTA real estate down payments Fund major home repairs, aging-in-place modifications, or roof/HVAC

2. Approximately how much are you paying monthly toward mortgages or loans? *

3. How would you prefer to access your tax-free funds? *

Single Lump Sum (All at once) Monthly Tax-Free Deposit Standby Emergency Line Custom Hybrid Mix

4. What is your target timeframe to complete this setup? *

5. Who is currently listed on the property title? *

Sole Owner (Just myself) Myself and my spouse / partner (Both age 55+) Adult children or family co-signers on title

6. Any specific notes or questions for Moizz's file review? (Optional)

🔒 Reviewed directly by Moizz • 100% Confidential

Mortgage Approval • 27 Kesteven Crescent, Markham / Toronto GTA, ON • Approvedmortgages4u.com