Investor Intake Form

Learn more about Investing with Armada

Investor Intake Form

Please take a few minutes to fill out the investor intake form, and one of our dealing representatives will be in touch to schedule a follow up call. Investment suitability will be further assessed in a meeting with a dealer representative.

ie: RRSP, TFSA, RRIF, RESP, etc.
What are your investment objectives with Armada Wealth Management? (Check all that apply)

Armada Mortgage Corporation relies on the offering memorandum exemption as per section 2.9 of National Instrument 45-106. This document does not provide disclosure of all information required for an investor to make an informed decision. Investing in private securities is risky and interested parties should talk to their dealer representative at Armada Wealth Management. Current OM valid until April 30, 2025.