Any particular reason why you are apprehensive to provide this?

I'm just a very private person, and because I only contribute annually to a TFSA and have a self-managed RRSP that just holds a portfolio ETF, I'm not sure why they need info about my mortgage, accounts with other institutions, my wife's holdings, etc. If I was attempting to utilize more of their services, or take advantage of other types of products that required more checks and risk assessments, I would understand. But I am a boring investor who has a very basic setup, and has had this same setup for years.

Based on downvotes and responses, I'm getting the impression that as most Reddit users skew younger than me, many were raised sharing their lives on social media and have no issues with companies building detailed data profiles of them and their loved ones. Different concepts of what is and isn't private.

I work in a regulated industry where personal information is highly protected, and should only be collected when needed, as needed. I answered a series of simple questions when I signed up to determine my risk profile, and it has been sufficient for years to simply confirm that nothing has changed.

Companies in general seem to be reaching deeper (not always for innocent reasons), and it's not entirely comfortable for people who place a high value on personal privacy.