Mon, Aug 24, 2026 @ 10:00 AM EST • 45-Min Comprehensive Wealth Discovery Call
Email: sarah.j@example.com • Location: Google Meet / Phone Call
Client: Marie Tremblay • Document: 2026_Investment_Policy_Statement.pdf
Contact: Sarah Jenkins (New Prospect)
📅 45-Min Comprehensive Wealth Discovery • Aug 24, 2026 @ 10:00 AM EST • Meeting Link: Google Meet
Household: Tremblay Family Household
Prairie Wealth Metrics
Canadian Tax Limits (2026)
Immediate Action Items
3 Due TodayPrairie Wealth Opportunity Pipeline
Track client intake from initial lead to onboarded Active Client with integrated advisory launchpad status.
Ref: CPA Partner • Prospect
Full Discovery Completed
TFSA/RRSP + HoldCo Tax Plan
Professional Corp & Trust
Fully Onboarded & Active
Tremblay Family Household
Tier A — High Net Worth Active ClientHousehold ID: HH-4019 • Primary Advisor: Jahid Hassan, CFA, CFP® • Annual Review: October 15, 2026
Family Members & Household Contacts
| Name & Role | Tax ID (SIN) | DOB | KYC & Risk Score | Action |
|---|---|---|---|---|
|
Jean Tremblay
Primary Household Contact • Spouse
|
Encrypted •••-•••-892 | 1978-04-12 | Growth (75/100) | |
|
Marie Tremblay
Spouse
|
Encrypted •••-•••-415 | 1980-09-22 | Moderate (55/100) | |
|
Alex Tremblay
Dependent Child (RESP Beneficiary)
|
N/A | 2012-06-18 | Dependent | Beneficiary |
Canadian Account Structure (7 Accounts)
Inst: iA Private Wealth • Acct #: 894-1029-A
Beneficiary: Marie Tremblay (Successor Holder)
Inst: Fidelity Canada • Acct #: 441-9021-B
Beneficiary: Marie Tremblay
Contributor: Jean Tremblay • Acct #: 441-9022-S
Tax optimization strategy active
Inst: Questrade Wealth • Acct #: 109-3381-F
2026 Max Contribution: $8,000
Beneficiary: Alex Tremblay (CESG Grant Eligible)
Subscriber: Jean & Marie Jointly
Business No (BN): 892341092 • Corp Account
CDA (Capital Dividend Account) tracking enabled
Centers of Influence (COI)
Firm: Chen & Associates CPA Professional Corp
rchen@chencpa.ca • (416) 555-0188
Firm: Vanguard Legal LLP
evance@vanguardlegal.ca • (416) 555-0144
Trusted Contact Person (TCP)
CIRO Mandated+1 (416) 555-0192
Toronto, ON
Authorized to contact in event of financial exploitation or cognitive vulnerability concerns.
Embedded Advisory Toolkit
jahid.caLaunch client-specific interactive forms pre-populated with client ID & email.
Proprietary Advisory Launchpad
Directly dispatch client-facing onboarding questionnaires, risk profilers, cash flow statement intake, and digital signatures.
Full Discovery Questionnaire
onboarding.jahid.ca/full-discovery.html
Comprehensive intake capturing goals, family tree, asset allocation, and tax residency.
Risk Assessment Questionnaire
onboarding.jahid.ca/risk-assessment-questionnaire.html
CIRO-aligned investor profile, loss tolerance, time horizon, and risk scoring.
Cash Flow Statement
onboarding.jahid.ca/cash-flow-statement.html
Household income, monthly expenditure breakdown, savings rate, and tax drag.
Digital Signing Portal
sign.jahid.ca/index.php
Secure execution of Investment Policy Statements, Fee Agreements, and Authorizations.