Financial Assessment Tools
Quick assessments to understand your needs. Shamil reviews every submission personally.
Insurance Needs Analysis
5 questions • ~2 minutes
Progress0/5
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
Progress0/5
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?