Financial Health Assessment
for all other occupations

Name *

First Name

Last Name

Phone *

(###)

###

####

What is your age range? *

18 - 25

26 - 35

36 - 50

50 +

How confident are you with your finances? *

1 (Would love some help!)

2

3

4

5 (Totally on top of it)

Have your maximized your RRSP?

Yes

No

I have not contributed to my RRSP yet

I am not sure

Have you maximized your TFSA?

Yes

No

I have not contributed to my TFSA yet

I am not sure

Do you donate money to reduce your tax payable?

Yes

No

Are you aware that your RRSPs and cash in your company will become part of your estate and taxed up to 53.50%?

Yes

No

Not applicable to me

Are you aware that insurance can help you save on taxes?

Yes

No