Odyssey Wealth — Prospect Intake

A About You

A1. What are your full names? * Including preferred names or nicknames

A2. How did you hear about Odyssey Wealth? *

Referral from a friend or colleague LinkedIn or social media Podcast or YouTube content Online search Other

A3. What is your current employment situation? *

Employed — salary or wages Self-employed or business owner Semi-retired Fully retired Other

A4. Roughly, what age are you hoping to fully retire — or step back significantly from work?

A5. What is your approximate household income range?

Under $100,000 $100,000 – $200,000 $200,000 – $350,000 Over $350,000 Prefer not to say

B Your Assets and Accounts

B1. Do you have a defined benefit (DB) pension? *

Yes — still accruing Yes — already collecting No Not sure

B2. Which of the following accounts do you currently hold? Check all that apply

RRSP TFSA LIRA or LIF Non-registered investment account RESP Corporate investment account

B3. Do you have a rough sense of your total invested assets? * Include RRSPs, TFSAs, pensions, non-registered accounts, and any LIRAs

Under $250,000 $250,000 – $500,000 $500,000 – $1,000,000 $1,000,000 – $2,000,000 Over $2,000,000 Not sure

B4. Do you own your home?

Yes, mortgage-free Yes, with a mortgage No

C Your Planning Situation

C1. Do you currently work with a financial advisor?

No — I've never worked with one No — but I have in the past Yes — but I'm looking to make a change Yes — I'm looking for a second opinion on specific advice

C2. What best describes where you are with your planning right now?

I have a specific decision coming up and need help getting it right pension, CPP, RRSP drawdown, severance I have a plan but it feels outdated or was never built around my actual life I have been meaning to get proper planning done for years — and I'm ready now Something has changed recently and my current plan no longer fits I'm already retired and I'm not confident my income strategy is working

D What Brought You Here

The following questions are the ones most people have never been asked by a financial advisor. Take a moment with each one — your honest answers are what make the conversation worth having.

D1. What is the main thing you are hoping we can help you with right now? * Be as specific as you like — the more you tell us, the more useful our first conversation will be

D2. Is there anything keeping you up at night financially — or anything you have been avoiding thinking about? Nothing here is judged. This helps us understand what matters most to you

D3. What would a great outcome from working together look like for you?