DAILY BANKING
What will you mainly use your account for?
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DAILY BANKING
We have banking accounts for all ages. What is your age category?
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Daily banking
Will you be setting up a direct deposit in this account (ex. payroll)?
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Daily banking
Will you need access to your savings in the short term (less than 1 year)?
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Mortgages
What are you planning to do?
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Mortgages
Are you planning to renovate the home or sell the home within the next few years?
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Mortgages
Are you planning on making additional payments to pay off the mortgage sooner?
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Mortgages
Will the additional payments be greater than 20% of the original mortgage amount per year?
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Mortgages
Do you prefer a fixed interest rate?
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Borrowing
Are you borrowing funds for a short period (less than 1 year)?
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Borrowing
What is the purpose of the loan?
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DAILY BANKING
How do you prefer to invest in the market?
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DAILY BANKING
Are you just starting to invest?
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DAILY BANKING
How much are you looking to invest with us?
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DAILY BANKING
Would you like guidance for your online investing?
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