When it comes to your financial future, you feel…

Psh, future? I’m living for the weekend!

Mildly prepared—I’ve got some savings, but I’m winging it

Bring it on! I have goals, budgets, and maybe a spreadsheet or two

If you suddenly find $500 on the ground, your first thought is…

Vegas, baby! YOLO.

Invest immediately or top up my emergency fund

Nice! I’ll pay off a bit of debt or stash it

How do you typically handle surprise expenses (car repairs, medical bills, etc.)?

I dip into my emergency fund—if it’s enough

I rely on my credit card and cross my fingers

I’ve got a safety net specifically for these curveballs

Thinking about retirement or long-term wealth, you…

Haven’t started. That’s future me’s problem, right?

I actively track my retirement targets and adjust contributions.

I’m contributing to a RRSP/TFSA but not sure if it’s enough

Currently, do you have any life insurance coverage in place?

Nope, I’m immortal… or so I like to think!

Yes, and I chose it carefully to align with my financial goals

Yes, a basic term policy—something’s better than nothing

Are you contributing regularly to any savings or investment account?

Uh… I keep meaning to set up auto-deposits… next month?

Yes, sporadically—when I have extra cash

Absolutely. Every month like clockwork!

Any major life milestones coming up soon (house, business, family expansion)?

Possibly—I’m thinking about a house or a new job soon

Not really. I’m just rolling with life as it comes

Yes! I have big plans and timelines set for each milestone

What’s your comfort level with insurance that also invests in the market (like a permanent policy with bonuses)?

Sounds complicated—no thanks, I’m risk-averse

I’m open to it, but I’d need someone to explain how it works

I love the idea of coverage that also grows my wealth

First Name *

Last Name

Email *

Phone *

This quiz is for informational purposes only. Final recommendations come after a personal review with us. Your information will be used to share the results and future communications regarding tips, surveys and marketing. We value your privacy and we will never sell your information. By clicking submit you agree to share your information to Tiered Life Plan and Pearl.