Prairie Wealth CRM — Enterprise Relationship & Discovery Platform

Touchpoint Cadence

🟢 14 Active 🟡 3 Check-in 🔴 1 Overdue

1 Client Overdue (>90 days)

Discovery Forms Synced

11 Synced

8 Webhook • 3 PDF Uploads

Active Pipeline

$485,000

14 Active Opportunities

Annual Reviews Due

3 Reviews

1 Q3 Review Pending

Client Discovery PDF Ingestion & Auto-Parser

📄 PDF PARSER READY

Ingest Client Answers from PDF Document

When a client emails or sends their completed answers in a PDF (`full-discovery.pdf`), upload the PDF file here. The CRM's parser automatically reads all 28 discovery fields, creates a new client record in your database, generates their Pre-Meeting Briefing Memo, and adds them to your pipeline.

Business Email Inbox & Client Thread Sync

🟢 Sync Active: mail.hostinger.com (jahid@jahid.ca)

Sarah Jenkins <sarah.j@acme.com> ✓ Matched Client

Re: Question regarding TFSA $10,000 transfer from Non-Reg account

"Hi Jahid, I completed the TFSA discovery form. Just wanted to confirm if the $10k contribution room will be moved this week?"

15 mins ago

Michael Vance <mvance@techflow.ca> ✓ Matched Client

Updated HoldCo 2026 Dividend & Passive Income Statement

"Attached the updated financials for the HoldCo SBD $50k test ahead of our review meeting."

1 hour ago

David Ross, CPA <dross@cpa-firm.ca> ✓ COI Partner

T1135 Foreign Property >$100k Filing Alignment for Sarah Jenkins

"Confirmed foreign asset cost base calculation for Sarah Jenkins. Schedule T1135 ready for review."

3 hours ago

Personal Milestones Radar (Next 14 Days)

Client Relationship Care

Sarah Jenkins — 50th Birthday

August 28 (In 5 Days) • Acme Corp

Michael Vance — 20th Anniversary

September 02 (In 10 Days) • TechFlow

Elena Rostova — Daughter Graduation

September 05 (In 13 Days) • Apex Global

Recent Client Interactions & Ingestions

Full Discovery Ingestion — Sarah Jenkins 10 mins ago

Extracted 28 fields from Full Discovery Form (`onboarding.jahid.ca`). Updated CRA TFSA room ($10,000), T1135 foreign property flag, and HoldCo structure.

Client Directory, Households & Ingestion Status

Client Name & Household	Discovery Ingestion Source	CRA / Tax Structuring Flags	Action
Sarah Jenkins (Jenkins Household)	🟢 Auto Webhook Sync (`full-discovery.html`)	T1135 Foreign Prop >$100k
Michael Vance (Vance HoldCo)	📄 PDF Ingested (Michael_Vance_Discovery.pdf)	OpCo / HoldCo SBD Active

Sarah Jenkins

Tier 1 HNW Client ✓ Ingested via Discovery PDF

Jenkins Household • Ingestion Source: full-discovery-sarah-jenkins.pdf

Personal Relationship Delights

☕ Favorite Beverage / Meeting Order

Earl Grey Tea (1 Sugar, Almond Milk)

⛵ Personal Passions & Hobbies

Sailing, Modern Art, Golf

🐕 Family Pet

Golden Retriever (Winston)

📞 Preferred Communication Window

Phone in Mornings (9:00 AM – 11:00 AM)

Centers of Influence (COIs)

🏛️ External Accountant / CPA

David Ross, CPA, CA ((403) 555-0188)

Corporate & Personal Tax Filer

⚖️ Estate Lawyer

Marcus Vance, Partner ((403) 555-0199)

Dual Will & Corporate Trust Counsel

Contact & Location

Email: sarah.j@acme.com

Phone: (403) 555-0192

Province: Ontario

Household: Jenkins Household

1 Personal, Family & Tax Residency Flags

Verified Ingestion

Age & Health

50 Years Old (Excellent Health)

Marital Status & Prenup

Married (Prenup in place)

Children / Dependants

2 Children (Ages 16, 19)

US Person / US Tax Filer

No (Canadian Resident Only)

🏛️ T1135 Foreign Property Flag (> $100k CAD)

YES — Specified Foreign Property Cost Base Exceeds $100,000 CAD

2 Investment Accounts & CRA Tax Room

2026 CRA Limits

TFSA Unused Contribution Room

$10,000 Unused

Lifetime limit: $102,000 CAD

RRSP Deduction Limit / Room

$24,500 Room

March 1st contribution deadline

FHSA First Home Account

N/A (Existing Homeowner)

$8,000/yr room

Non-Registered Portfolio & Adjusted Cost Base (ACB)

$650,000 Market Value (Adjusted Cost Base: $420,000 CAD • Unrealized Gains: $230,000)

3 Corporate Structure & Business Owner Tax Strategy

Corporate Entity Structure

OpCo (Acme Corp) + HoldCo (Jenkins Holdings Inc)

Salary vs Dividend Mix

$180,000 Salary + $60,000 Eligible Dividends

Passive Corporate Investment Income (SBD $50k Test)

$32,000/yr Passive Income (Within $50,000 Small Business Deduction threshold)

4 Retirement Target & Government Pension Deferral (CPP / OAS)

Target Retirement Age

Age 62 Target

CPP Start Strategy

Defer to Age 65 (+42% bonus evaluated)

OAS Clawback Risk

Low Risk ($95,323 threshold managed)

5. Estate & Legacy Planning

Will Status:

Updated 2024 (Primary & Secondary Wills)

Powers of Attorney:

POAs for Property & Personal Care in place

Beneficiary Designations:

Spouse as Successor Holder on TFSA

6. Insurance & Risk Management

Life Insurance:

$2.0M 20-Year Term Life Policy

Disability (LTD):

Group LTD ($8,500/mo) + Personal Top-up

Critical Illness:

$250,000 Personal CI Policy

+ Custom Advisory Attributes & Client Notes

Outlook & Cal.com Schedule Hub

Outlook Calendar & Cal.com Live

Manage daily appointments, client discovery calls, and annual reviews.

Mon, Aug 24, 2026

Daily Timeline (Monday, August 24)

3 Client Meetings Scheduled

08:30 AM

Morning Market & Portfolio Review

Review CAD/USD FX hedges and CRA TFSA room updates.

10:00 AM

Full Discovery Review — Sarah Jenkins Cal.com Booking

10:00 AM - 11:00 AM (60 min)

Review 28 Discovery fields, T1135 foreign property threshold ($100k+), and OpCo/HoldCo tax structure.

📞 Cal.com Meeting Link

01:30 PM

Annual Wealth Review — Michael Vance Outlook Scheduled

01:30 PM - 02:30 PM (60 min)

HoldCo passive income SBD $50k test & 20th Anniversary milestone check-in.

03:30 PM

RESP & Daughter Graduation Review — Elena Rostova Phone Call

03:30 PM - 04:15 PM (45 min)

Post-secondary RESP CESG withdrawal schedule for daughter's graduation.

⚡ Selected Meeting Brief & Notes

Sarah Jenkins

VP Operations • Acme Corp

☕ Earl Grey Tea (1 Sugar) • Sailing

TFSA Room: $10,000 | T1135: YES

Log Phone / Meeting Note (Auto-saves to OneDrive):

Digital Marketing & Video Content Studio

🎬 Content Pipeline Active

Script, record, edit, and publish educational Canadian wealth management videos linked directly to client discovery form leads.

Leads Generated: 35 Ingested

💡 Topic Backlog (2)

CPP Deferral at Age 70 — Is the +42% Bonus Worth It?

Target: Pre-Retirees (55-64)

Idea Logged

FHSA $8k/yr Tax-Free Home Savings Account Rules

Target: First-Time Buyers

Idea Logged

✍️ Scripting (1)

OpCo vs HoldCo Salary vs Dividend Strategy (2026)

Target: Business Owners & Corp Clients

Script Outline: 350 words ready. Covers SBD $50k passive income threshold.

Script Draft Ready

🎙️ Recorded (1)

How to Avoid OAS Pension Clawback ($95,323 CRA Limit)

Target: Retirees (65+)

Raw Footage: 8 min 45 sec 4K recording completed.

Raw Video Captured

✂️ Editing / Sent (1)

T1135 Foreign Property Reporting Secrets >$100k

Target: HNW Foreign Asset Holders

Editing: Captions, Prairie Gold brand overlays, and YouTube thumbnail added.

Sent to Publisher

🚀 Published (12)

5 Estate Planning Mistakes in Alberta & Ontario

Live on YouTube, LinkedIn & Email Broadcast

1,420 Views 4 Discovery Ingestions

Client Discovery PDF Ingestion & Auto-Parser

Business Email Inbox & Client Thread Sync

Personal Milestones Radar (Next 14 Days)

Recent Client Interactions & Ingestions

Client Directory, Households & Ingestion Status

Prairie Wealth Advisory Opportunity Pipeline

Sarah Jenkins

Personal Relationship Delights

Centers of Influence (COIs)

Contact & Location

1 Personal, Family & Tax Residency Flags

2 Investment Accounts & CRA Tax Room

3 Corporate Structure & Business Owner Tax Strategy

4 Retirement Target & Government Pension Deferral (CPP / OAS)

5. Estate & Legacy Planning

6. Insurance & Risk Management

+ Custom Advisory Attributes & Client Notes

Outlook & Cal.com Schedule Hub

Daily Timeline (Monday, August 24)

⚡ Selected Meeting Brief & Notes

Monthly Overview (August 2026)

Client Service Task Manager

Digital Marketing & Video Content Studio

Client Discovery PDF Ingestion & Auto-Parser

Business Email Inbox & Client Thread Sync

Personal Milestones Radar (Next 14 Days)

Recent Client Interactions & Ingestions

Client Directory, Households & Ingestion Status

Prairie Wealth Advisory Opportunity Pipeline

Sarah Jenkins

Personal Relationship Delights

Centers of Influence (COIs)

Contact & Location

1 Personal, Family & Tax Residency Flags

2 Investment Accounts & CRA Tax Room

3 Corporate Structure & Business Owner Tax Strategy

4 Retirement Target & Government Pension Deferral (CPP / OAS)

5. Estate & Legacy Planning

6. Insurance & Risk Management

+ Custom Advisory Attributes & Client Notes

Outlook & Cal.com Schedule Hub

Daily Timeline (Monday, August 24)

⚡ Selected Meeting Brief & Notes

Monthly Overview (August 2026)

Client Service Task Manager

Digital Marketing & Video Content Studio

Full Discovery Ingestion Engine

Direct Webhook Integration (`onboarding.jahid.ca`) Active Endpoint

Option B: Upload Downloaded Discovery PDF

1-Page Pre-Meeting Executive Briefing Sheet

Sarah Jenkins (Jenkins Household)

☕ Personal Delights & COIs

🏛️ CRA Tax Room & Flags

+ Add Custom Advisory Field

Edit Client Discovery Profile

+ Add Client Record (Full 28 Discovery Questions)

1 Personal, Family & Tax Residency Flags

2 Investment Accounts & CRA Contribution Room

3 Work & Corporate Business Structure

4 Retirement Target & Government Pension Deferral (CPP/OAS)

5 Estate Planning, Wills & Powers of Attorney

6 Insurance, Personal Delights & Centers of Influence (COIs)

Configure Business Email Sync (IMAP / Hostinger)

Prairie Wealth Applications & Suites