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1. If you could accomplish something truly amazing this year, what would you want to Accomplish?

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2. Do you still have a Mortgage?

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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?

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4. What is the Outstanding Balance on your Mortgage?

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5. How much time is left on your Amortization?

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6. How much are your Payments?

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7. How often are your Payments: Weekly, Bi-Weekly, Monthly

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8. How much is the current Interest Rate charged on your Mortgage?

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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?

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10. Not counting your Mortgage, what range of Debt (Loans, Credit Cards) do you still owe?

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11. Would you like to learn how to get our government to help you eliminate your Outstanding Debt at an accelerated rate?

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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?

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13. Regarding your investments, do you invest in RRSPs?

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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?

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15. Do you invest in TFSAs?

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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?

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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?

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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?

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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?

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20. NOTES

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21. HOST/AFFILIATE

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22. Client Information

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