A 2-Minute Self-Assessment

The Clarity Check

Eight questions across the four financial decision domains. No email required, no right answers. Just an honest look at where your plan is clear and where it may need attention.

Question 1 of 8

Retirement Planning

Do you know the monthly after-tax income you would need if you retired today?

Question 2 of 8

Retirement Planning

Do you have a written plan for when to start CPP and OAS?

Question 3 of 8

Tax Strategy

Do you know how much RRSP and TFSA room you have available right now?

Question 4 of 8

Tax Strategy

If you sold a major asset this year, do you know what the tax bill would look like before it happened?

Question 5 of 8

Estate & Legacy

Is your will current, and does your executor know where to find everything?

Question 6 of 8

Estate & Legacy

Have you checked the beneficiary designations on your registered accounts and insurance in the last two years?

Question 7 of 8

Coordination

Do your advisor, accountant, and lawyer ever talk to each other about your plan?

Question 8 of 8

Coordination

If something happened to you tomorrow, could your family find and understand your full financial picture?

0/8

Clear Answers

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This self-assessment is for reflection and education only. It does not constitute financial, tax, or legal advice, and no answers are stored or transmitted. For guidance specific to your situation, speak with a qualified advisor.

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