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?
Would they have to sell or liquidate assets (real estate, equipment, etc.)?
If you were unable to work due to illness or injury, could you keep up with your financial obligations?
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For how long?
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Alternative income source
If you were diagnosed with a serious illness (3+ months unable to work), would you have a safety net?
Income source
for how long could you maintain your financial obligations?
Do you own your primary residence, commercial properties or business premises?
Number of Properties
Estimated value
$
Mortgage balance
$
What types of accounts do you currently have?
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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?
Do you have personal or business debts to restructure?
Do you know your financial independence number?
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?