Do you know your needs?

Try for yourself; answer with yes or no.

And if you feel a few answers are unclear, we’ll work with you to find the best answers… for you.

  • Question 1 of 14

    Are you satisfied with the performance of your investments?

    YES NO
  • Question 2 of 14

    Have you secured your future and that of your family through life insurance coverage?

    YES NO
  • Question 3 of 14

    Business owners, do you know how to structure your company’s legacy?

    YES NO
  • Question 4 of 14

    Do you know the difference between a mortgage loan and a mortgage margin?

    YES NO
  • Question 5 of 14

    Do you have a mandate in case of incapacity?

    YES NO
  • Question 6 of 14

    Do you get the service and follow-ups you want from your investment portfolio advisor?

    YES NO
  • Question 7 of 14

    Have you thought about what you would do if you were suffering from a serious illness and had to stop working and have someone take care of you?

    YES NO
  • Question 8 of 14

    Do you have a good buy/sell shareholders’ agreement?

    YES NO
  • Question 9 of 14

    Have you determined your personal and/or corporate financial goals?

    YES NO
  • Question 10 of 14

    Have you prepared an income replacement system for yourself in the event of disability?

    YES NO
  • Question 11 of 14

    Are you familiar with the differences between and tax impacts of RRSPs and TFSAs?

    YES NO
  • Question 12 of 14

    Have you optimized the rate of return on your life annuity?

    YES NO
  • Question 13 of 14

    Have you optimized the rate of return on your life annuity?

    YES NO
  • Question 14 of 14

    Do you feel secure?

    YES NO
  • Your results:

    Congratulations! This short overview shows that you’re on the right track.

    Contact us; our experts can guide you on your way to achieving your financial goals!

    Oups! Your questionnaire results indicate that some issues should be clarified.

    Our experts can enlighten you; contact us!

Notion of the month

September 2017

Sharing your livingcare coverage with your partner

Sharing your life. Sharing your dreams. Sharing your coverage. Have you thought about what your future will be like if you’re not able to take care of yourself? Putting a plan in place to deal with this possibility is a life choice that makes sense. With that, you may not have to rely on your… Find out more.

photo notion sept denin
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