I know when my financial situation will allow me to retire and maintain my current standard of living.
If I became seriously ill or disabled or suffered complete loss of autonomy, my family or members of my entourage would take care of me.
If I die in the near future, my current coverage—including my group insurance—will be sufficient to allow my family to maintain their current standard of living for a number of years.
Savings and Investment
I know my investor profile, and my savings and investment portfolio has been developed accordingly.
I feel like my investments (RRSP, etc.) are in good hands. (Choose 3 if you have no investments.)
My current financial advisor takes into consideration all the factors affecting my financial situation before suggesting solutions