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Are you 55+?

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Choose one of the icons that best describe your situation to the questions below.

Your Financial Security

My life is free from financial worry

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Disagree

Neutral

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Strongly Agree

I have the income to support my desired lifestyle

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Disagree

Neutral

Agree

Strongly Agree

I feel secure about my financial future

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Neutral

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Strongly Agree

I am on top of my finances

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Strongly Agree

0

TELL US ABOUT YOUR RETIREMENT PLANS

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

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Neutral

Agree

Strongly Agree

I have the money I need to enjoy my retirement life

Totally Disagree

Disagree

Neutral

Agree

Strongly Agree

I have planned for future healthcare expenses

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Disagree

Neutral

Agree

Strongly Agree

My retirement plan does not require me to sell my home

Totally Disagree

Disagree

Neutral

Agree

Strongly Agree

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TELL US ABOUT YOUR FINANCIAL RESILIENCE

I do not feel overwhelmed by my financial situations

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Disagree

Neutral

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Strongly Agree

I could handle a major unexpected expense

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Disagree

Neutral

Agree

Strongly Agree

TELL US ABOUT YOUR BUDGET MANAGEMENT

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

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Disagree

Neutral

Agree

Strongly Agree

I have money left over at the end of the month

Totally Disagree

Disagree

Neutral

Agree

Strongly Agree

50

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TELL US ABOUT ADDITIONAL INCOME AND INVESTMENTS

I have investments that provide me with additional income

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Disagree

Neutral

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Strongly Agree

Yes, I would like to receive promotional emails, offers and lifestyle content in addition to a copy of my financial wellbeing report

75

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20 %

Complete

How it Works?

How it works?

If you're like many other 55+ Canadians, much of what you own fits into two categories - the equity in your home ...

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Reverse Mortgage Videos

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