Find Your Strategy in 2 Minutes

Answer a few quick questions about where you are today and what you’d like to change.

This is not an application and there’s no obligation.

What are you looking to do right now? *

Buy my first home

Save money on my mortgage or pay it off sooner

Consolidate or reduce my debt

Build long-term wealth for retirement

Protect my income, family, or assets

I’m not sure — I need planning guidance

What do you feel is stopping you right now? *

Down payment (not enough saved)

Credit / debt issues

I was declined before

I’m not sure where to start (I need a plan)

Which best describes your down payment situation? *

I don’t have savings set aside yet

I have some saved, but not enough

I’m saving, but need help speeding it up

Which best describes your credit situation? *

I’m in (or recently finished) a consumer proposal

I’m rebuilding after a bankruptcy

My credit is low / I need to rebuild it

I have too much debt to qualify

Who declined you? *

A bank / lender directly

I worked with a broker and got declined

What’s most important to you? *

Pay off my mortgage faster

Save money on my payments

Consolidate debts into my mortgage to open cash flow

I’m not sure — I want to learn my options

How many years do you have left on your mortgage? *

Less than 10 years

10–20 years

20+ years

Which best describes you? *

I’m stressed about my mortgage costs

My renewal is coming up and I’m worried about affordability

I want a second opinion

It’s not urgent — I’m exploring options

Which describes your living situation best? *

Homeowner

Renter

Living with family

Which best describes your debt situation? *

Mortgage only — I want to reduce costs / pay faster

Mortgage + consumer debt

Consumer debt only (home is paid off)

I’m in a consumer proposal and also have a mortgage

Which best describes your situation? *

I’m in a consumer proposal and still struggling

I’m struggling to pay my debts

I want a plan to pay off debts faster

I’m not sure what I can do — I need a plan

Which wealth building situation describes you best? *

I’m just starting and want professional help

I’m already investing and want to maximize it

I work with someone already and want other options

I currently invest with my bank and want more personalized help

How soon do you plan to retire? *

Less than 5 years

5–10 years

10–20 years

20+ years

What do you want to protect right now? *select all that apply

When was the last time your plan was reviewed? *

Never

Less than 1 year

1–3 years

Over 3 years

What are you hoping to work on this year? *

First Name *

Last Name *

Phone *

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Thanks — based on your answers, the next step is a quick intake call so we can understand your situation and map a simple plan.