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Financial Advisor Matchmaker Quiz

Get matched with a financial advisor that fits your personality and needs.

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Financial Advisor Matchmaker Quiz

Step 1 of 6

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What is the most important trait when you are looking for an advisor?*
- investment knowledge
- financial planning expertise
- caring personality
- listening skills
- interpersonal skills

What is your main struggle you need help with?*
- financial clarity
- maximizing performance/minimizing volatility
- understanding the investment process
- help with financial decisions

Are you a business owner, professional, employee or did you come into money recently?*
- business owner
- professional
- employee
- recently came into money

Which option best describes you?*
- I have limited knowledge when it comes to investing/trading
- I do my own investing/trading
- I currently have a financial advisor
- I used to have an advisor but now I'm searching for a new one

What is your asset range?*

Name*
First Last
Phone*
Email*
We are now offering free 5 yr financial plans, would you like if one of our advisors review your portfolio?*
- Yes
- No

Contact Us

1-613-747-2458
1-866-410-5171
[email protected]

Ottawa Office:
180 Elgin Street, Suite 1302
Ottawa, ON K2P 2K3

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Winnipeg Office:
99 Scurfield Blvd, Unit 155
Winnipeg, MB, R3Y 1Y1

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