Get a Quote | Lifecycle Wealth

1. Do you have a large personal mortgage of $1,000,000 or more?

Yes

No

2. Would you like to make your mortgage tax-deductible and cut your payments in half?

Yes

No

3. Have you paid tuition for a professional degree leading to a license, or are you currently paying for a child’s tuition in a professional school?

Yes

No

4. Would you like to use corporate dollars to reimburse yourself for these tuition costs?

Yes

No

5. Does your corporation make $1M in profit annually, and do you operate only one corporation?

Yes

No

6. Do you have parents to support either in Canada or abroad?

Yes, in Canada

No, abroad

7. Are you aware that if you plan to leave a legacy to your family, faith, or charity, without proper planning you could end up repaying all deferred taxes on death?

Yes

No

Business Owners Financial Questionnaire

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