Financial Well-Being Scale: Are You Financially Prepared For Retirement?

HomeEquity Bank’s financial well-being quiz is a free financial assessment tool to help you discover your level of financial wellness.

Many Canadians are feeling financially insecure about retirement. Our financial well-being quiz is designed to help you get an accurate measure of your financial health.

Complete the below quiz to receive your score. You will also receive links to useful resources to help you improve your financial health.

Fill out the information below to get started

I would like to receive the final report and additional updates through email

Complete the questions below to get your score

My life is free from financial worry

(Click on the option that best describes your situation)

I could handle a major unexpected expense

(Click on the option that best describes your situation)

I have money left over at the end of the month

(Click on the option that best describes your situation)

I have the income to support my desired lifestyle

(Click on the option that best describes your situation)

I can enjoy my retirement because of the way I have managed my savings

(Click on the option that best describes your situation)

I am on top of my finances

(Click on the option that best describes your situation)

I feel secure about my financial future

(Click on the option that best describes your situation)

I have the money I need to enjoy my retirement life

(Click on the option that best describes your situation)

I do not feel overwhelmed by my financial situations

(Click on the option that best describes your situation)

Giving a present on any occasion will not put a strain on my monthly budget

(Click on the option that best describes your situation)

I have investments that provide me with additional income

(Click on the option that best describes your situation)

I have planned for future healthcare expenses

(Click on the option that best describes your situation)

My retirement plan does not require me to sell my home

(Click on the option that best describes your situation)

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