FINANCIAL HUB

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Name* This field is required.
First Name
Last Name
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EmailPlease ensure you type your email id correctly, otherwise you wont be able to receive a pdf copy of this survey.
example@example.com
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Phone Number* This field is required.This will help us keep in touch with you on WhatsApp for further communication.
Please enter a valid phone number.
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Between the dramatic need to increase income and the growing insecurity of losing income, proper money management is really important today!
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What are your current top 4 to 5 Personal Financial Goals?* This field is required.This is to help us understand which of your personal financial goals are your current top priority.
Save Taxes
Learn to Save & Grow money
Set up Emergency Funds
Growing Investments
Get out of Debt
Save for downpaymet of the home
Income Protection in case something happens
Education and future of my children
Building wealth to retire comfortably
Pay off mortgage faster
Transfer Estate to next generation
Start a Business
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On average, 30-50% of our paycheck goes into taxes: Income Tax/Sales Tax and other contributions like CPP and EI, that is why it is important to understand how to save taxes..!
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Do you currently have a financial plan in place?* This field is required.
Yes
No
I’m working on one
Not sure what a financial plan entails
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Due to a lack of financial education and awareness, many people remain uninformed about crucial decisions they must make to secure their financial future..!
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How do you feel about your current financial situation?
Very secure
Somewhat secure
Neutral
Somewhat insecure
Very insecure
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The average home in Toronto costs around a million dollars, and the required household income is going through the roof. This highlights the importance of increasing your income and saving strategically to reach your homeownership goal..!
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Which of the following areas do you want to work towards or are currently focusing on?* This field is required.This is to help us understand which of your personal financial tools are your current top priority
Tax-Free Savings Account (TFSA)
Registered Retirement Savings Plan (RRSP)
First Home Savings Account (FHSA)
Universal Life Wealth Stratergy (UL)
Whole Life Wealth Strategy (WL)
Debt reduction strategies
Investment options
High Interest Savings Account For Emergency Funds
GIC
Budgeting and money management
I need more information and guidance on the different account types mentioned
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Are you currently working with a financial advisor?* This field is required.
Yes
No
I'm looking for one
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Most Canadians live paycheck to paycheck or save very little, which makes it even more important to understand how to better manage your savings..!
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Do you feel the need to explore additional sources of income at this point in your life?* This field is required.
Yes
No
May be in the future
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How confident are you in your retirement planning?* This field is required.
Very confident
Somewhat confident
Not confident
Haven’t started yet
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What concerns do you have about your financial future?* This field is required.You can choose one or multiple options you are interested to know more about.
Rising cost of living
Paying off student loans or other debts
Affording a downpayment for home
Building an emergency fund
Growing investments for short-term & long-term goals
Saving for future education or personal development
Achieving financial independence
Ensure your family's security and fulfill your financial responsibilities
Other
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How confident would you feel knowing you can get a free, personalized financial consultation to help you reach your financial goals?* This field is required.
Extremely confident—this is an amazing opportunity!
Very confident—I’d love to take advantage of this offer.
Somewhat confident—it sounds helpful.
Not sure—I might need more information.
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How would you prefer to be contacted to schedule a consultation?* This field is required.You can choose one or multiple options you are interested to know more about.
Phone
Text message (Whats App)
Email
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PROFESSIONAL FINANCIAL SERVICESSave my details by scanning the QR code..!
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