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Financial analysis

Financial needs analysis

In about fifteen minutes, build a picture of your situation with help from Max, your guide. You get an indicative estimate, then sign online and send it to your advisor.

  1. You
  2. Family
  3. Income
  4. Net worth
  5. Coverage
  6. Goals
  7. Results
  8. Signature

Your information

A few basic details to personalize your analysis.

Identification

Have you smoked or vaped in the past 12 months? *
Please complete the fields shown in red.

Your family

The people who depend on you financially.

Spouse or partner

$

Dependants

ch.
Please complete the fields shown in red.

Income and budget

What your family would lose in the event of death or disability.

Income

$
$
Do you have disability insurance through work?

Budget

$
$
Please complete the fields shown in red.

Your net worth

What you own and what you owe.

Assets

$
$
$
$
$
$
$

Debts

$
$
$
$
Please complete the fields shown in red.

Your current coverage

The insurance you already have, individual or through work.

Insurance

$
$
$
$
$
Do you have health and dental insurance?

Documents and estate

Do you have an up-to-date will?
Do you have a protection mandate?
Are your beneficiaries up to date?
Please complete the fields shown in red.

Your goals

Your priorities and the calculation assumptions, which you can adjust.

Priorities

What matters most to you?

Calculation assumptions

Common values are suggested; adjust them as needed.

%
yrs
$
$
yrs
$

Plans

$
Please complete the fields shown in red.

Your overview

Indicative estimate calculated from your answers.

Please complete the fields shown in red.

Signature and submission

Review, sign and send your analysis to your advisor.

Declarations

Signature

Sign here with your finger, stylus or mouse
Please complete the fields shown in red.

🔒 Your information is confidential and handled in accordance with Quebec's Law 25. It is used solely to analyze your situation.