Financial Situation Survey
Help us give you an accurate assessment
Last Name
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First Name
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Email
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Phone
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If you were to pass away today, what would happen to your business and loved ones?
My family depends on my income – major impact
The business would struggle or have to shut down
Both
No major impact
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Would they have to sell or liquidate assets (real estate, equipment, etc.)?
Yes
No
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If you were unable to work due to illness or injury, could you keep up with your financial obligations?
*
Oui
Non
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For how long?
*
Alternative income source
If you were diagnosed with a serious illness (3+ months unable to work), would you have a safety net?
Yes
No
No elements found. Consider changing the search query.
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Income source
for how long could you maintain your financial obligations?
1 month
3 month
6 month
12 month +
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Do you own your primary residence, commercial properties or business premises?
Oui
Non
No elements found. Consider changing the search query.
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Number of Properties
Estimated value
$
Mortgage balance
$
What types of accounts do you currently have?
*
CELI
REER
CELIAPP
REEE
Compte de société / d’entreprise
Autre
Aucun
How much personal tax did you pay last year
$
How much business tax did you pay last year ?
$
Would you like to optimize your taxes?
Yes
No
No elements found. Consider changing the search query.
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Do you have personal or business debts to restructure?
Yes
No
No elements found. Consider changing the search query.
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Do you know your financial independence number?
Yes
No
No elements found. Consider changing the search query.
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Are you interested in a FREE financial plan?
Restructuration de dettes
Protection de revenu (invalidité, maladie grave, décès)
Planification de la retraite
Protection de votre entreprise
Would you be interested in learning more about an additional income opportunity in the financial field?
Yes
No
No elements found. Consider changing the search query.
List is empty.