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WEALTH BOOTCAMP
1.
If you could accomplish something truly amazing this year, what would you want to
Accomplish
?
2.
Do you still have a
Mortgage
?
Yes
No
3.
I want to show you how to pay your Mortgage off in one-third of the time, saving you years of unnecessary payments and hundreds of thousands of dollars. What is the
Current Market Value
of your Home?
4.
What is the
Outstanding Balance
on your Mortgage?
5.
How much time is left on your
Amortization
?
6.
How much are your
Payments
?
7.
How often are your
Payments
: Weekly, Bi-Weekly, Monthly
8.
How much is the current
Interest Rate
charged on your Mortgage?
9.
93% of Canadians don't
have a written
Wealth
Plan for 2026.
This will result in years of unnecessary work, debt and taxes.
Whereas, a Wealth Blueprint tells you exactly what to do each month, to achieve three major goals. This is a critical step. Would you like our help to create one for you this month?
Yes
No
10.
Not counting your Mortgage, what range of
Debt
(Loans, Credit Cards) do you still owe?
Less than $5,000
Less than $25,000
Less than $100,000
More than $100,000
11.
Would you like to learn how to get our government to help you eliminate your
Outstanding Debt
at an accelerated rate?
Yes
No
12.
Taxes
continue to erode Wealth. It's possible you've neglected to claim $30,000 in tax deductions. For Couples, this could be up to $60,000 in annual deductions you've missed
every year for several years now.
Would you like to learn how to claim them in 2026?
Yes
No
13.
Regarding your investments, do you invest in
RRSPs
?
Yes
No
14.
The Rich don't invest in RRSPs. There is an alternative to that provides the
same
tax deductions, but is subject to only half the taxation at withdrawal and delivers up to
3X
expected Returns. Would you like to be taught how?
Yes
No
15.
Do you invest in
TFSAs
?
Yes
No
16.
Canada offers one of the world's greatest
Tax Shelters
, which allows annual deposits, compounding tax-deferred growth and ultimately, tax-free income. Would you like to learn more?
Yes
No
17.
There are 3 Ways to Earn Income: Active (Job), Passive (Residuals) and Portfolio (Investments). Would you be interested in learning how to set up a
Side Hustle
that could pay you the same amount as your paycheck, working only 4 hours-per-week?
Yes
No
18.
Never let your kids settle for a McJob. Our program:
Rich By 21
teaches teenagers how to launch their first business, then scale it to $1 Million. At that point, they hire a manager and collect $1 Million annually, or sell the business for 4-5X Annual Earnings. They never join the 9-5 trap. Would you like more information?
Yes
No
19.
Do you have a complete
Generational Wealth Plan
in place, which includes a Will, Power of Attorney, Estate Directory, Familty Trust and specific directions for transferring your Assets to your Children or Named Beneficiaries?
Yes
No
20.
NOTES
21.
HOST/AFFILIATE
22.
Client Information
Name
Email Address
Phone Number
Current Progress,
0 of 22 answered