Covid-19 — Remote consultation, by phone or videoconference. — Book an appointment.

Financial Health Checkup

The perfect tool to get a quick picture of your financial situation.

In less than two minutes, get a clearer picture of your finances and advice on how to start your financial recovery.

Your information will be kept confidential: none of the information you submit will be saved.

Question 1 out of 5

What are you concerned about right now? Select all that apply.

Question 2 out of 5

Describe your situation Select all that apply.

Question 3 out of 5

How many people are in your household? Please include yourself and your dependents in the number.

The field value is incorrect.

Question 4 out of 5

What is your approximate net income? The sum of your pay after taxes including received alimony

The field value is incorrect.

Question 5 out of 5

What is your estimated amount of debt? Excluding your mortgage and car loan, if applicable.

The field value is incorrect.

Your answers

What are you concerned about right now?

{{ getAnswers ('first') }}

Describe your situation

{{ getAnswers ('second') }}

How many people are in your household?

{{ count_persons }}

What is your approximate net income?

{{ earnings }} $CA Every week Every two weeks Every month

What is your estimated amount of debt?

{{ debts }} $CA

Your preliminary results

Congratulations! You seem to have your personal finances well under control.
You don’t have a lot of wiggle room; be careful about unexpected expenses.
Beware: You seem to have a limited ability to repay your debts.
Your debts seem to be weighing heavily on your budget.

Because you have lost your job, Because you have lost income, Because you are getting separated, you may have less disposable income, so Because you have experienced a disaster that entails significant unexpected expenses, Even if there’s nothing in particular affecting your finances at the moment, Because you have limited income the key to becoming financially comfortable again is balancing your debts and expenses according to your current situation. it’s normal to be worried, but it’s a positive sign that you want take back control quickly. it’s good to think about your financial health.

Attention

  • Unpaid taxes can cost you a lot in interest and penalties.
  • Late payments can affect your credit rating.
  • Late mortgage or car loan payments can have major and irreversible consequences, such as eviction.

Possible solutions

Here are some personalized recommendations based on your preliminary results. :

Debt Ratio
Recommended

Used by most financial institutions to evaluate your ability to repay your debts, your debt ratio is a good indicator of your financial health.

Budget
Please consider

We recommend that you create a budget online to find out exactly what your surplus is. If it’s under $200, you need to take a look at your personal spending to cut extra expenses, which will allow you to offset unforeseen costs.

Book an appointment
Recommended

You seem to have some financial issues that require immediate attention. Please contact us so we can discuss it further and offer you solutions that could help you regain financial stability.

Debt Ratio
Please consider

Used by most financial institutions to evaluate your ability to repay your debts, your debt ratio is a good indicator of your financial health.

Budget
Please consider

We recommend that you create a budget online to find out exactly what your surplus is. If it’s under $200, you need to take a look at your personal spending to cut extra expenses, which will allow you to offset unforeseen costs.

Book an appointment
Recommended

You seem to have some financial issues that require immediate attention. Please contact us so we can discuss it further and offer you solutions that could help you regain financial stability.

Debt Ratio
Please consider

Used by most financial institutions to evaluate your ability to repay your debts, your debt ratio is a good indicator of your financial health.

The next steps

Your information will remain confidential and none of the information you submit will be saved.

You can keep these results for yourself or decide to share them with one of our advisors at a later date.

You can also restart your financial checkup whenever you want.


The best way to get the right solution for you is to talk about it with one of our advisors.

Consultation is free.

Book an appointment

Or call us at 1 877 777-2433