Map Out Your Financial Future
Join thousands of Canadians by completing your Wealth Mapping Quiz™ to match with a financial professional that fits your needs
Step
1
of
22
4%
What is your financial priority?
(Required)
Saving for my future
Maximizing my retirement
Buying a home
Paying off debt
Starting a business
Growing my investments
What is your current age?
(Required)
Over 65
61 - 65
56 - 60
46 - 55
35 - 45
Under 35
Are your retired?
(Required)
Yes
No
How confident are you in your long term financial plan?
(Required)
Very confident
Somewhat confident
Not confident
I don't have a plan
What is your household income?
(Required)
Less than $40,000
$40,000 - $74,999
$75,000 - $99,999
$100,000 - $149,999
$150,000 - $249,999
Over $250,000
What is your monthly savings?
(Required)
Less than $100
$100 - $249
$250 - $499
$500 - $999
$1,000 - $1,999
Over $2,000
Do you keep an emergency fund?
(Required)
Yes
No
Do you have an RRSP?
(Required)
Yes
No
How much are your total investable assets?
(Required)
Less than $25,000
$25,000 - $99,999
$100,000 - $249,999
$250,000 - $999,999
$1,000,000 - $4,999,999
Over $5,000,000
Are you married?
(Required)
Yes
No
Do you currently have children under 18?
(Required)
No
Yes, 1
Yes, 2
Yes, 3 or more
Have you started an RESP plan?
(Required)
No
Yes
Do you own your home?
(Required)
No
Yes
Do you own a business?
(Required)
No
Yes
Do you currently have an advisor?
No
Yes
Why are you looking for a new one?
I’m unsatisfied with my current advisor
I’d like to get another advisor’s perspective
I have substantial wealth that I’d like to divide with another advisor
I recently relocated
Other
Why are you unsatisfied with your current advisor?
(Required)
Fees
Performance
Lack of personalization
Other
Do you need your financial advisor to be in your immediate area?
(Required)
No, I am comfortable working by phone or video
Yes
Where do you live?
(Required)
Postal Code
What is your cell phone number
(Required)
What is your email address?
(Required)
What is your name?
(Required)
First
Last
Email
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All information provided is kept strictly confidential and safe