Lead Generation Tools
Quick assessments to understand your needs. Shamil reviews every submission personally.
Insurance Needs Analysis
5 questions • ~2 minutes
Do you have dependants (spouse, children, parents) who rely on your income?
Do you have significant debt (mortgage, loans)?
Do you currently have any life or critical illness insurance?
What is your approximate annual household income?
How is your current health?
Financial Health Checkup
5 questions • ~2 minutes
Do you have 3–6 months of expenses saved as an emergency fund?
Are you contributing to your RRSP or TFSA regularly?
Do you have an up-to-date will and power of attorney?
If you couldn't work for 3 months, how long could you manage financially?
What is your primary financial goal right now?
First-Time Buyer Readiness Quiz
5 questions • ~2 minutes
How much do you have saved for a down payment?
What is your employment status?
How would you rate your credit score?
When are you hoping to buy?
Which area of Calgary are you targeting?