Find Your Financial Strategy
Not sure where to start? Take a quick 2-minute survey and we’ll point you to the best next step based on your goals, no obligation.
Answer a few quick questions and we’ll point you to the strategy, and the right financial professional or specialist, that fits you best.
- Get clarity on whether to focus on home buying, mortgage refinance, debt consolidation, or long-term wealth protection.
- See a recommended starting point based on your answers, not a one-size-fits-all product.
- Choose your next step and, if you’d like, get connected with the right professional from our network.
Debt Reviewed
Families Guided
Mortgages & Financing Advised
Years of Combined Experience
How This Strategy Survey Works
1. Sort what’s stressing you most
Debt, mortgage, home purchase, or long-term plans.
2. Match to a starting strategy
We’ll recommend a focus area based on your answers.
3. Connect with a professional (optional)
You can visit a detailed page or book a free discovery call.
Frequently Asked Questions
No. The purpose of this tool is to help you understand whether your best next step is first-time home buying planning, mortgage refinance, debt consolidation, or long-term wealth planning. If it looks like your situation would benefit from more detailed advice, you may be offered the option to connect with a certified financial planner or other professional—but there is no obligation to take that step.
No. There is no credit check involved. We only ask for high-level information so we can recommend a strategy and, if appropriate, connect you with a professional who can go deeper.
That’s completely fine. The questions are designed around approximate ranges. If you’re not sure, you can choose the option that feels closest. A certified financial planner or other specialist can help you refine the details later if you decide to speak with one.
No. Your answers are used first to generate your recommended starting point. If the tool suggests that a conversation with a certified financial planner or other financial expert could be helpful, you’ll be given the option to move forward. We only share information when you agree to take that next step.
Yes. That’s exactly who this tool is built for. Many families feel pulled between paying off debt, managing mortgage payments, and planning for retirement. By answering a few focused questions, you’ll get a clearer sense of where a certified financial planner or other professional would want you to focus first.
You can use this tool from anywhere in Canada. We’re based in Ontario, but we support families across the country. Your province or territory helps us understand which programs, lenders, and planning options may be relevant to you.
Most online debt consultation or mortgage quizzes are designed to push you toward one lender or product. Our survey is designed to look at your situation more like a certified financial planner would—considering debt, mortgages, and long-term wealth together. The goal is to help you choose the right focus area first, then decide whether you want more detailed advice.