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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? *

Address and contact preferences

Employment

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

$
$
$
$

Mortgage details

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?

Coverage details

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

$

Retirement and investments

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.

Complete financial needs analysis

What a complete FNA includes

  • Your family situation, income, budget and net worth (assets and debts)
  • Your current coverage: life, disability, critical illness, group insurance
  • Your goals: retirement, education, projects, estate
  • Calculation of your insurance needs at death, in disability and for critical illness
  • Written recommendations, compared across several insurers

Documents to prepare

  • Your two most recent notices of assessment (federal and Québec)
  • Your group insurance booklet and personal policies
  • Your RRSP, TFSA, RRIF, RESP and pension plan statements
  • Your Retraite Québec statement of participation
  • The balance, rate and maturity of your mortgage and loans
  • Your will and protection mandate, if any

How it works

  • 1. You complete the form above (15 to 20 minutes) and sign it
  • 2. A 60- to 90-minute meeting, by videoconference or in person in Montréal
  • 3. Analysis and comparison of solutions by your advisor
  • 4. Presentation of your written recommendations
  • 5. Review at least every 2 to 3 years or at every major change

The analysis is offered at no cost and with no obligation. The online form gives a first estimate; the complete FNA validates it in a meeting, with supporting documents.

Book my complete FNA meeting :VideoconferenceIn person in MontréalFor a complete investor profile: assess my profile →

Free guides

Read more before we talk

Plain-language guides, no sign-up, no email required: download and read.

PDFTerm life insuranceProtecting your family through the years they rely on you most, at the lowest cost per dollar of coverage.Download the PDF · 6 pages →PDFWhole life insuranceLifetime coverage, guaranteed premiums and a cash value that grows over time.Download the PDF · 6 pages →PDFDisability insuranceYour ability to earn an income is your most valuable asset. This insurance protects it.Download the PDF · 6 pages →PDFCritical illness insuranceA lump sum, paid while you are alive, so you can focus on getting better instead of on the bills.Download the PDF · 6 pages →PDFThe segregated fund RRSPCutting your taxes today, preparing for retirement and protecting your savings with guarantees.Download the PDF · 7 pages →PDFThe segregated fund TFSAGrowing your savings with no tax, even on withdrawal, with guarantees as a bonus.Download the PDF · 7 pages →PDFComplete protection and savings guideAll guides in one: protection, savings, retirement and group plans.Download the PDF · 17 pages →PDFThe integrated offerHow protection, savings and retirement fit into one plan.Download the PDF · 7 pages →

Two opportunities your family should not miss

Valuable programs, explained simply by your advisor.

Baby insurance

L'Éveil: free the first year

For children aged 0 to 36 months, UV Assurance's L'Éveil coverage is free the first year, then $18 per year, with no commitment.

Enrol my baby
RDSP · disability savings

Up to $90,000 from the government

An RDSP can receive up to $70,000 in grants and $20,000 in Canada Disability Savings Bonds for a person eligible for the disability tax credit.

Check eligibility

Lifetime maximums, based on family income and federal program conditions. L'Éveil: insurer's conditions apply.