Equity Funding & Consulting — Confidential Intake

Part 1

Contact details

So we know who we're speaking with and how best to reach you.

Full name

Please enter your full name.

Phone number

Please enter a phone number.

Email address

Please enter a valid email.

City

Please enter your city.

Province

Please select a province.

Preferred contact method

Phone call

Text

Email

Part 2

Your situation

General strokes are fine — we'll go deeper together on the call.

What's driving this? (select all that apply)

CRA / tax debt

Credit card or loan debt

Business debt

Lender / mortgage pressure

Pre-construction / developer dispute

Other

Briefly describe your situation

A short description helps us prepare — please add a sentence or two.

How urgent is this?

Already spoken with a lawyer, trustee, or advisor?

Yes

No

Part 3

Financial snapshot

Ballpark ranges only — no statements or account numbers needed at this stage.

Employment status

Please select an option.

Approx. monthly household income

Approx. total debt you're dealing with

Please select a range.

Do you own property?

Yes

No

Part 4

Business details

Only if a business is involved — skip this whole section if not.

This doesn't apply to me

I'm dealing with personal finances only — no business involved.

Business / company name

Please enter a business name, or check "This doesn't apply to me" above.

Entity type

Industry

Approx. business debt range

Brief description of the business situation

Part 5

Documents & availability

Nothing to upload today — we'll only ask for specific documents once a specialist has reviewed your file.

Do you have relevant documents on hand? (CRA notices, loan statements, demand letters, etc.)

Yes

No

Not sure

Best days/times for a 30-minute call

How did you hear about us? (optional)

Part 6

Review & submit

Take a second look — you can go back and edit anything before sending.

This intake form is for informational purposes only and does not constitute legal, tax, or insolvency advice, and is not a substitute for a licensed professional's opinion. A specialist will review your submission and follow up to discuss your options. Free consultations are confidential and come with no obligation.