Immigration Lawyer’s/Consultant’s Information

Name of Immigration
Lawyer/Consultant:
Phone of Immigration
Lawyer/Consultant:
Email of Immigration
Lawyer/Consultant:

Principal Applicant’s Current Status

Does the principal applicant have a permit that currently allows him or her to work in Canada?

☐ Yes Which permit does the principal applicant currently have?

☐ No

Please provide the following documentation:

Essential Documentation

☐ Detailed resume of applicant showing at least 36 months of full-time ownership/senior managerial

experience in the last 60 months.
☐ Articles of Incorporation or Articles of Organization (if buying an existing business)
☐ If the applicant is buying an already established business, please provide the purchasing contract/agreement
☐ If the company is creating/buying a franchise, please provide the franchise contract/agreement
☐ If the company is buying an already established business, please provide us with the company’s latest 2 years
of financial statements (Income Statement and Balance Sheet)
☐ Financial forecasts for at least the first year of operations
Optional Documentation

☐ Resume(s) of current employee(s)

☐ Promotional materials (logo, flyers, menus, brochures, etc.)

☐ Pictures of the business location

Please also attach any other business-related documents that you feel might be helpful to this questionnaire.

JOORNEY BUSINESS PLANS - QUESTIONNAIRE 1

In addition to above documentation, please provide the following
information:
Principal Applicant Information
Name(s) of the principal applicant(s):
Principal applicant’s phone number:
Principal applicant’s E-mail:
Principal applicant’s Nationality:
Canadian Company Basic Information (answer if applicable)
If purchasing an existing business, has the exploratory visit been made? ☐ Yes, in ☐ No, but
will be made in .
Official (registered) name of the Canadian Company:
Name of the business (d/b/a name):
Is the company operating (making sales)? ☐ Yes, since1: ☐ No, but will be in:
Who are the owners of the Canadian Company 2? (example: 60% Mr. John Doe and 40% ABC Company, Inc.):

Canadian Company’s Locations

Is/Will the company be located in the Greater Toronto Area (GTA)? Yes ☐ No ☐
Address of the Canadian Company’s offices:
Office space: sq. ft. Offices’ hours and days of operations:

Addresses of the Canadian Company’s other premises, if applicable (example: retail store, warehouse):
Address 1:
What is located at Address 1? Business space: sq. ft.
Address 1’s hours and days of operations:

Address 2:
What is located at Address 2? Business space: sq. ft.
Address 2’s hours and days of operations:

1
NOTE: If the applicant intends to purchase an existing business, the specific target business must be indicated.
2
NOTE: The applicant must control at least 33.33% of the equity of the business. If purchasing an existing business, the
previous owners cannot retain any shares.

JOORNEY BUSINESS PLANS - QUESTIONNAIRE 2

Canadian Company’s Description
Please describe the Canadian Company’s business (please be as detailed as possible):

Canadian Company’s Sales

Please list how the Canadian company sells/aims to sell its products/services:

☐ Retail

☐ Wholesale

☐ Online

Canadian Company’s International Operations

Please list if the Canadian Company currently engages in/aims to engage in the following activities:

☐ Import into Canada From which locations:

☐ Export out of Canada To which locations:

Canadian Company’s target clients:

1)

2)

3)

JOORNEY BUSINESS PLANS - QUESTIONNAIRE 3

Canadian Company’s target areas (Districts, Cities, States):

Year 1:

Year 2:

Year 3:

Year 4:

Year 5:

* Please keep in mind that Year 1 starts from the moment the company begins operations

Canadian Company’s competitors:

1)

2)

3)

Competitive advantages: The Canadian Company is better than its competition because (please be detailed):

1)

2)

3)

4)

5)

6)

7)

8)

JOORNEY BUSINESS PLANS - QUESTIONNAIRE 4

Canadian Company’s Products/Services

Please categorize the Canadian Company’s products/services and list them by category. For example, for a
restaurant, “soups/salads/burgers/pastas” are to be listed as “lunch/dinner items”, and “coffees/sodas/teas”
are to be listed as “beverages”, etc.

If the Canadian Company sells/aims to sell the same product/service category through wholesale, retail, and
online sales, please list separate categories for each sales channel, as the prices charged can vary for different
sales channels.

*, ** How much does it cost the

Unit of
Canadian Company to obtain
Product/Service Measuremen Sales Price
(purchase or produce) this
t
product/service?

Example 1: Smartphones (retail) per item $250 $600

Example 2: Smartphones
per item $250 $450
(wholesale)

Example 3: IT Consulting per hour $0 $100

Example 4: Cement per pound 30% $5

*Please use a $ amount or % of the sales price.

**Please include only the direct cost of production / purchasing, and do not include other costs such as personnel and overhead costs.

JOORNEY BUSINESS PLANS - QUESTIONNAIRE 5

Please list your suppliers and what they supply to the business:
1)

2)

3)

Canadian Company’s Monthly Operating Expenses

These are the recurring (repeating) monthly expenses related to the continuous operation of the business:

Monthly Rent Expenses

Monthly Professional Fees
(legal, accounting, etc.)
Monthly Maintenance Expenses
Monthly Insurance Expenses
Monthly Utility Expenses
(electricity, water, etc.)
Monthly Marketing Expenses
(website, SEO, flyers, ads, etc.)
Monthly Equipment Expenses
(Please add below additional
operating expenses, if applicable)

TOTAL MONTHLY OPERATING EXPENSES

Do you want us to devise realistic monthly operating expenses for the Canadian company’s business model?

☐ Yes ☐ No

Company’s Resource Requirements

Please list the resources required to run the company such as machinery, equipment, professional advisors,
etc.

JOORNEY BUSINESS PLANS - QUESTIONNAIRE 6

 Marketing and Promotion
Website and Social Media:

Do you have a website? ☐ Yes, website address:

☐ No, but will have one done by:

☐ Facebook? ☐ Yes Please provide the link to the company’s Facebook page:

☐ No

☐ Twitter? ☐ Yes Please provide the link to the company’s Twitter page:

☐ No

☐ LinkedIn? ☐ Yes Please provide the link to the company’s LinkedIn page:

☐ No

☐ Instagram? ☐ Yes Please provide the link to the company’s Instagram page:

☐ No

☐ Pinterest? ☐ Yes Please provide the link to the company’s Pinterest page:

☐ No

☐ Google+? ☐ Yes Please provide the link to the company’s Google+ page:

☐ No

Will your website feature an additional blog?

☐ Yes, the blog will discuss the following topics:

☐ No

Will your website feature a newsletter? ☐ Yes ☐ No

Other Marketing Strategies

Do you envision being featured in magazines, blogs, newspapers or other media?

☐ Yes, name and nature of the media:

☐ No

JOORNEY BUSINESS PLANS - QUESTIONNAIRE 7

Are you cross-referencing your products/services on any other website (example: Amazon, Groupon, etc.)?

☐ Yes, websites:

☐ No

Are you going to participate in any trade shows? ☐ Yes:

☐ No

Please provide additional details about your marketing strategy:

Business Plan Design

Would you like us to use the pictures of the business location and the promotional materials you provided us
with when preparing the business plan design?

☐ Yes ☐ No

What kind of business plan design would you prefer?

☐ A conservative design with neutral and calm colors

☐ A modern design with expressive colors

JOORNEY BUSINESS PLANS - QUESTIONNAIRE 8

Personnel Plan
In-house Employees3

When completing the table below, please indicate if each position is a part-time or a full-time position.

Position Name & Number of Employees Annual Salary

2 Sales Representatives (full-time) $35,000 each
Example
1 Bookkeeper (part-time) $15,000

Applicant(s)

Employees that are

Already Hired

Employees to be
Hired in Year 1

Employees to be
Hired in Year 2

Employees to be
Hired in Year 3

Employees to be
Hired in Year 4

Employees to be
Hired in Year 5

* Please keep in mind that Year 1 starts from the moment the company begins operations
** For all employees that are already hired, please provide the employees’ full names and current (actual) salaries

Please provide additional details about the employees hired/to be hired (tasks, responsibilities, etc.):

3
NOTE: The applicant must commit to creating at least two permanent full-time (at least 1,560 hours annually) jobs

JOORNEY BUSINESS PLANS - QUESTIONNAIRE 9

Independent Contractors

Does the Canadian Company plan on hiring independent contractors in addition to the employees listed in the
table above?
☐ Yes Please provide details about independent contractors the company aims to hire (positions, salaries and
tasks):

☐ No

Investment into Canada from abroad

!!! Warning !!!: this section of the questionnaire should be only completed with the assistance of your
immigration lawyer/consultant:
Total Capital
What is the total amount of capital, to be invested when the OINP permit is obtained, into Canada from abroad?
$
Source of Capital4
Where is the investment into Canada coming from?

☐ Personal Savings ☐ Sale of Property ☐ Inheritance ☐ Other:

Details about the source of capital:

When was the investment made?

If external financing is a requirement of business operations, you must identify how you will obtain the financing
and how it will be applied in your proposed investment:

4
NOTE: The minimum eligible personal investment ($1,000,000 if located in the GTA or $500,000 if located outside the GTA)
must be derived from the applicant’s personal net worth. However, you may also use external financing from a business
partner or financial institutions.

JOORNEY BUSINESS PLANS - QUESTIONNAIRE 10

Use of Funds

Indicate how you intend to use your total investment 5.

Please make sure to have all expenses incurred approved by your immigration lawyer/consultant prior to the
work permit application
Date Nature Amount

Example 1: 2nd Quarter Year 3 Creation and launch of website $10,000

Example 2: 4th Quarter Year 4 Purchase of machinery $30,000

Have these expenses been approved by your immigration lawyer/consultant?

☐ Yes
☐ No – Please make sure to have all expenses incurred approved by your immigration lawyer/consultant
prior to the MPNP application.

5
NOTE: Cash, cash equivalents, or working capital are not considered eligible investments.

JOORNEY BUSINESS PLANS - QUESTIONNAIRE 11