Personal Diagnostic Tool

01/10

Have you developed a financial plan which clearly defines your goals and objectives with respect to wealth accumulation and retirement?

02/10

Are you confident that your financial and insurance affairs are in good order?

03/10

Could recent market conditions potentially delay your retirement or force you to consider making financial sacrifices for your retirement?

04/10

If you were to become seriously ill or disabled, could it cause financial hardship to your family?

05/10

If you were to die prematurely, could it cause financial hardship to your family?

06/10

Have you reviewed your eligibility to set up a defined benefit pension plan which can potentially guarantee you and your spouse an indexed pension for life?

07/10

Were you to die or become incapacitated, would your Will and Powers of Attorney reflect your wishes with respect to your finances, family, and business?

08/10

Are your personal assets protected from creditors in cases of litigation or financial hardship?

09/10

Is it important for you to consider planning which will help protect and preserve your estate for your children?

10/10

Are you confident that you have considered and reviewed all potential strategies to reduce or defer your personal and/or corporate taxes?