Financial Readiness Quiz

 
Take this quiz to see how healthy your financial habits are and what areas could use some improvement. Then, talk to your advisor about your results and the steps you can take to boost your score.
 

Name:

 

Respond to the following statements.
 

Respond to the following statements.
 

Respond to the following statements.
 

Do you feel ready financially if one of these events happened to you, your spouse or your dependants?
 

Respond to the following statements.
 

 

What our clients are saying

Saverio has been my financial advisor since 1997.  Yes, Chartered Accountants do have financial advisors some things must be left to people that have the proper expertise.  I strongly believe in his investment philosophy. As I reflect upon both my professional and personal journey through life, I'm both appreciative and grateful for the...

Domenic R., Etobicoke, ON

Products & Services Disclosure

Di Mondo Private Wealth Management is a trade name used for dealer business only. Stocks, bonds and mutual funds are offered through Manulife Wealth Inc. Insurance products and services are offered through Manulife Wealth Insurance Services Inc. Banking products and services are offered by referral arrangements through our related company Manulife Bank of Canada. Manulife Wealth related companies are 100% owned by The Manufacturers Life Insurance Company (MLI) which is 100% owned by the Manulife Financial Corporation, a publicly traded company. Details regarding all affiliated companies of MLI can be found on the Manulife Wealth website www.manulifewealth.ca.  Please confirm with your advisor which company you are dealing with for each of your products and services.

3 Robert Speck Pkwy, Suite 200 Mississauga, ON L4Z 2G5