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Express Evaluation (1 min)

1. How long would your current emergency fund cover you?

*

A

0 - Less than 1 month

B

5 - From 1 to 3 months

C

10 - More than 3 months

2. Do you contribute regularly to your TFSA/RRSP accounts?

*

A

0 - I don't have it or I don't contribute

B

5 - Sometimes, without a fixed plan

C

10 - Yes, regularly

3. Do you take advantage of Quebec-specific tax-saving strategies?

*

A

0 - I'm not up to speed

B

5 - I know a few, but I don't use them

C

10 - Yes, I actively apply them

4. Do you have family protection (life/disability insurance)?

*

A

0 - I don't have any coverage.

B

5 - Insufficient basic coverage

C

10 - Adequately protected

5. Do you have clear financial goals for the next three years?

*

A

0 - I don't have clear goals

B

5 - Vague goals, no plan

C

10 - Clear goals and a plan

6. How would you rate your current level of indebtedness?

*

A

0 - High (impacts my income)

B

5 - Moderate, manageable

C

10 - Low or non-existent

7. What is your annual gross income range in CAD?

*

A

0 - Less than 50,000$

B

5 - 50,000$ to 100,000$

C

10 - More than 100,000$

Complete Name

*

Email

*

Telephone

*

How would you prefer to receive the result?

*

A

Email

B

WhatsApp

C

Both