Let’s Get Started Name* First Last Email* Age18-2425-3435-4445-5455-6465-7475-8485+My household is:Just meJust me and my kidsMe and my partnerMe, my partner and our kidsI am also responsible for: A disabled family member Aging parents I am a:Canadian citizen or resident with Canadian income and assetsCanadian citizen or resident with international income and assetsU.S. citizen with Canadian income and assetsSources of Income (select all that apply) I'm an employee with a salary or regular hours I'm self-employed as a sole proprietor I'm a part time employee or work irregular hours I own a corporation or have a trust I'm receiving a pension I'm receiving investment income that I don't reinvest I own a rental property Other When managing my finances, I feel:Very secure (I got this)Mostly secure (pretty sure I'm on track)A little secure (sometimes confused)Not at all secure (overwhelmed)I have specific questions about: (select all that apply) When I can retire and how to prepare for it How to plan for my corporation Whether I have enough of the right kind of insurance Whether my portfolio is set up to do the best job for me If I'll be able to pay for school for my kids Whether I should pay off my mortgage or invest Whether I should contribute to TFSAs or RRSPs If my estate is set up properly so my family is taken care of Something else entirely Time Zone*PacificMountainCentralEasternAtlanticNewfoundlandPreferred Meeting FormatTelephoneSkype VideoPhone NumberSkypeIDWhat would you like to accomplish in this meeting?*Would you like to receive Spring (the newsletter)?You will receive a monthly email (like this one), and new blog posts (like this one) when they're published. Yes Julia Chung
