How important is a financial advisor for you?
Take our quiz to find out.
First Name
*
Last Name
*
Phone
*
Email
*
How satisfied are you with your current financial progress?
Extremely satisfied
Satisfied
Neutral
Dissatisfied
Extremely dissatisfied
Which of these would you include as part of your current or future financial goals?
Pay for your child's post-secondary education.
Create unforgettable family experiences through travel and exploration.
Pay for your child's wedding.
Provide a down payment for your child's first home.
Buy a second home or vacation property.
Engage in philanthropy and make a positive impact on society.
Living a lavish lifestyle full of luxuries.
Leave behind a legacy for your family through a foundation or inheritance.
Start your own business.
Other modest goals you have for you and your family.
Other lofty goals you have for you and your family.
As it stands, how likely do you think it is that you will achieve your financial goals?
Very likely
Likely
Possibly
Unlikely
Very unlikely
How complex is your financial situation? Check all options that apply.
I am a salaried employee.
I run a small business as a sole proprietor.
I run a small business and it is in its own corporation.
I have a holding company for my investments.
I own other real estate besides a principal residence.
How knowledgeable are you about investments and financial products?
Expert
Advanced
Intermediate
Beginner
Limited
Do you have a written financial plan?
Created it myself
Created by certified planner
Created by uncertified person
In progress
No plan
How confident are you in managing your investments?
Highly confident
Somewhat confident
Basic understanding
Unsure
Not confident
How emotional are you about investing?
Calm and rational
Some emotion, but measured
Occasionally impulsive
Frequently reactive
Highly emotional
Do you understand tax implications on investments?
Excellent understanding
Good understanding
Moderate understanding
Limited understanding
No understanding
How diversified is your investment portfolio?
Very diversified
Mostly diversified
Somewhat diversified
Minimally diversified
Not diversified
Are you using government savings programs (RRSP, TFSA, etc.)?
Fully using and maximizing
Using partially
Not using, but aware
Not using, need info
Not applicable
Do you understand risk in investing?
Extremely familiar
Very familiar
Moderately familiar
Slightly familiar
Not at all familiar
How disciplined are you with investment goals?
Set goals and stick to them
Goals adjust occasionally
Goals unclear
Rely on others
No goals
How big is the difference between the annual income you want in retirement and what you're currently on track to receive?
I’m fully on track to meet my retirement income goals.
The gap is small — I’m mostly on track.
The gap is moderate — I’ll need to make some adjustments.
The gap is large — I’ll need significant changes to my plan.
The gap is huge — I’m not on track at all.
How much time do you have until you reach your target retirement age??
20+ years
15–20 years
10–15 years
5–10 years
Less than 5 years
How much effort have you put into insurance planning (life, disability, etc.)?
Thoroughly planned
Comprehensive
Some evaluation
Minimal effort
None
Are you familiar with advisor credentials like CFP or CFA?
Extremely aware
Very aware
Moderately aware
Slightly aware
Not at all aware
Are you working with an advisor currently?
Yes, full planning + management
Yes, goal-specific help
Yes, as-needed advice
No, but seeking
No
How do you react to market downturns?
Stay calm
Reduce exposure slightly
Make reactive changes
Avoid checking
Panic-sell
What major financial events are you planning soon?
None planned
Retirement only
One milestone
Multiple milestones
Business / startup / home / education / child
What’s your preferred learning method for financial topics?
Hire personal advisor
Attend seminars
Read articles/books
Watch videos
Avoid learning
Why would you hire a financial advisor?
No need
Mild interest
Time-saving
Want personalized guidance
Complex situation or major changes
Based on your savings rate, years to retirement, and expected investment returns, how confident are you that you can bridge the gap in time?
Not confident at all
Somewhat doubtful
Moderately confident
Mostly confident
Very confident and on track
How well do you sleep at night knowing your financial life is under control?
Not well at all
I’m often anxious
I feel okay but unsure
I sleep fairly well
I feel fully confident and secure
Thank you for taking the quiz.
Take me to the results.