Financial Planning Questionnaire Question Title * 1. Full Name Question Title * 2. What is your age range? Under 40 40–60 60–70 70+ Question Title * 3. Employment Status Employed Self-Employed Business Owner (Incorporated) Retired Question Title * 4. What would you like help with the most? Retirement & Tax Planning Estate & Tax Planning Portfolio Management Insurance Planning Question Title * 5. Which assets are you most focused on right now? Select all that apply. RRSP / TFSA / Non-Registered Investments Corporation / Business Assets Real Estate Collectibles / Other Question Title * 6. Approximately how much do you have invested? (confidential) Under $250,000 $250,000 – $500,000 $500,000 – $1,000,000 $1,000,000+ Question Title * 7. What is your main goal right now? Reduce taxes Grow my investments Plan for retirement Get a second opinion Question Title * 8. When are you looking to take action? Immediately Within 3–6 months Just exploring Question Title * 9. Email Address Question Title * 10. Phone Number Done