Mary
Ken
Erin
Denny
Ben
Gwen
Max

01.

What's your name?

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02.

Your email address

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03.

What's your phone number?

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04.

Your age range?

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05.

How confident are you with your finances?

Would love some help
Totally on top of it
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06.

What are your Top 2 Financial Goals?

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07.

What are your Top 2 Financial or Tax Challenges?

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08.

What do you "believe" is the gap between where you are and where you want to be financially?

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09.

What did you learn about money growing up?

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10.

Have you maximized your RRSP?

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11.

Have you maximized your TFSA?

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12.

Based on your tax situation, do you know which is better for you — an RRSP or TFSA?

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13.

In addition to RRSP and TFSA, what other strategies are you using to be tax efficient?

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14.

Do you donate money to reduce your tax payable?

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15.

What charitable causes most resonate with you?

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16.

Are you aware that when you pass away, the assets in your estate may be taxed up to 53.50%?

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17.

Are you aware that insurance can help you save on taxes?

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18.

Who provided this assessment tool to you?

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19.

What other financial information can we provide you with?

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