Manulife One — Mortgage Strategy Assessment

To prepare your personalized Manulife One mortgage strategy illustration, please provide a few details about your current mortgage and household finances.

Estimates are fine at this stage. The information will help me calculate what the strategy could look like for you and whether there may be a financial benefit.

Your information will be kept confidential and used to prepare your personalized assessment.

SECTION 1 — CLIENT INFORMATION

First Name *

Last Name *

Email Address *

SECTION 2 — YOUR MORTGAGE

Who is your current mortgage lender?

What is your estimated property value? *

What is your current mortgage balance? *

What is your current mortgage interest rate? *

What is your monthly mortgage payment? *

Exclude property taxes, if possible.

How much time is left on your mortgage amortization? *

When is your mortgage renewal date?

SECTION 3 — HOUSEHOLD INCOME & CASH FLOW

What is your total monthly household take-home income? *

Combined household income after taxes.

How frequently is your income deposited? *

Do you have any additional income sources?

For example, rental income, part-time employment or other regular income. Include approximate monthly amounts.

What are your estimated monthly household expenses? *

Include regular living expenses and debt payments, but exclude your mortgage payment.

Approximately how much money do you typically have left over each month? *

Your estimated monthly surplus after all expenses, including your mortgage payment.

Approximately how much do you currently have in savings, chequing or other readily accessible funds? *

Include funds that could potentially be used toward your mortgage strategy. Exclude locked-in retirement investments.

SECTION 4 — OTHER DEBTS

Do you have any outstanding debts other than your mortgage? *

Yes

SECTION 5 — ADDITIONAL INFORMATION

Is there anything else we should consider when preparing your mortgage strategy illustration?

For example, upcoming retirement, changes in income, major purchases, renovations or other financial considerations.