Name
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First Name
Last Name
Phone
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Email
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Please enter your age
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Choose your Profession:
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(If you are none of these, we have a different form linked above for you!)
How did you hear about us?
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What is your Gross Annual Income?
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(Your income before taxes)
What is your Net Worth?
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Net Worth = Assets - Liabilities
Do your currently hold a Student Loan?
Yes
No
What did you learn about money while growing up?
Based on your tax situation, do you know if choosing RRSP or TFSA is better for you?
Yes, I do
No, I do not know
Please describe your RRSP or TFSA situation here
What other strategies are you using to be tax efficient?
Do you have adequate Insurance to protect your potential income loss?
Yes
No
Are you aware that Insurance can help you save taxes?
Yes
No
Are you aware of the benefits of Incorporating?
Yes
No
Are you aware that RRSP and money in your company will become your estate and taxed up to 53.5%?
Yes
No
If you are Incorporated, how you are currently taking money out of your corporation for personal use?
Do you know the tax difference between active and passive income within a corporation?
Yes
No
Did you know you can invest within a corporation, and use the money for retirement personally while being tax efficient?
Yes
No
Do you have retained earnings that are not required for business operations?
Yes
No
Please enter any other Finance Advice you'd like to ask or talk about.
