• Financial Needs Analysis

    PRIVACY: This document will be kept confidential, ensuring that your personal information is handled with the utmost care and respect.
  • Format: (000) 000-0000.
  • Top 3 to 4 Personal Financial Goals:

  • Let's calculate your Monthly Expenses

  • Emergency Funds

  • How many months of emergency fund do you have to continue to pay your bills in case your income stops?

  • Debts / Liabilities

  • What type of debt do you have?
    • Mortgage 
    • Car loan 
    • Line of credits 
    • Credit cards 
    • Personal Loans / Student Debt 

  • Employment

    • Income 
    • Income Type
    • Income Type
    • Retirement 

  • Assets

  • What type of investments do you currently hold to build wealth?
    • Savings Account Details  
    • RRSP Details  
    • TFSA Details 
    • FHSA Details 
    • Non Registered Account details 
    • 1. Child Account details  
    • Account Type
    • 2. Child account details  
    • Account Type
    • Pension Plan Details 
    • Rental property 
    • Mortgage insurance ?
    • What will be your action plan in the future?

  • Protection

  • In case your income stops, will your lifestyle be impacted or family will face financial problems?
  • Do you have any Protection plan, to protect your family income in case of Death, Injury or illness ?
    • Needs Analysis  

    • These are approximate estimates of the back up required in case of unforeseen setbacks.

    • Life insurance details 
    • Disability insurance 
    • Critical illness insurance 
    • Mortgage Insurance 
    • Employer Insurance 
    • Other 

  • Preserve Wealth

  • Do you have a Will?

  • Rate yourself as an Investor.

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  • How much of net income can you save on monthly basis out of your paycheck to achieve your financial goals?
  • When can we show you the Solutions?
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  • Licensed in the province of:
  • We want to educate every household about Financial strategies but we cannot do it without your help. Do you think your friends or family should have the Financial education we provide?
  • We will also pay you a referral fee if you can get us connected with someone:
  • We are looking for a few individuals who want to build a multi-location business in financial industry that can potentially multiply their income 3x. Would you like to explore business opportunity?

  • Neither World Financial Group Insurance Agency of Canada Inc. (WFGIA) nor its agents may provide tax or legal advice. Anyone to whom this material is promoted, marketed, or recommended should consult with and rely on their own independent tax and legal professionals regarding their particular situation and the concepts presented herein. This intake form shows expenses, savings and income, and investments based solely on the data collected from sources believed to be reliable and accurate.Your information is being collected to identify your current investments and any potential future insurance needs. Only information required for these purposes is being collected. By filling this form, you acknowledge the collection of information policies and provide express consent to be contacted, by either email or telephone, whether you are an existing client or a prospective client. For more information on WFGIA privacy policies, please see the website: www.worldfinancialgroup.com.

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