I have formally outlined my long-term financial goals (e.g. mortgage payoff, retirement income, children's education, travel budget). *

Yes

No

I have an up-to-date will, including appropriate named executor(s) and trustee(s). *

Yes

No

I know my eventual estate tax and liabilities. *

Yes

No

I have sufficient life insurance to: (check all that apply) *

Ensure the majority of my estate goes to beneficiaries of my choice, rather than the CRA.

Pay off my / my family's debts (e.g. mortgage)

Replace the portion of my future income that is required by my family to maintain their desired lifestyle.

I don't own or require life insurance (ie I have sufficient liquid assets to cover all of the above)

Uncertain

The amount of insurance I have today was determined, within the last 5 years, via a comprehensive analysis of my specific needs. *

Yes

No

Uncertain

I have projected my retirement income needs and sources, taking longevity, inflation and current/future tax brackets into consideration. *

Yes

No

Uncertain

My investment portfolio was created using a defined process. *

Yes

No

Uncertain

My investment portfolio is actively monitored, rebalanced and updated. *

Yes

No

Uncertain

I am maximizing the benefits of my Tax Free Savings Account within my overall financial plan. *

Yes

No

Uncertain

I am confident that I am / we are adequately prepared for a thirty-year retirement, with no employment income, in an inflationary environment. *

Yes

No

Uncertain

Name *

First Name

Last Name

Permission to contact *

To satisfy John's compliance with Canada Anti-Spam Law, I consent to him contacting me via email. I understand that I may revoke that consent at any time.

Agreed!