Name *Last Name *Email Address *PhoneWhat’s your ultimate financial dream?Making work optional by optimizing cashflowPaying the least possible in taxes while boosting incomeBuilding a lasting legacy for future generationsNot sure—excited to discover what's possible!Ever felt like there might be 'insider' tax-saving secrets out there?Yes, I’m already using advanced strategies!I’ve heard whispers but haven’t tried them yetNo, I’ve just been following the mainstream adviceHow often does your financial team sit down with you to map out your taxable income, cashflow, and net worth?At least once a year—I’m on it!Only when I ask (which isn’t often)Never had a meeting like that—what am I missing?I don’t even have a financial team (yet!)What keeps you up at night when it comes to your money?Watching too much of my income and investments go to taxesThe fear of running out of money in retirementLosing wealth because of outdated financial strategiesWorrying about the hefty taxes on RRSPs and inheritanceI’m not sure—could use some guidanceWhen evaluating financial opportunities, what drives your decision-making?I dive into the potential value and benefits firstI usually focus on the cost and tread cautiouslyI like to watch what others do before jumping inI often skip over financial opportunities—maybe I shouldn’t?What is your taxable income range?SINGLECOUPLEWhat is your taxable income range for SINGLE?Under $100,000Under $200,000Under $300,000Over $300,000What is your taxable income range for COUPLE?Under $200,000Under $300,000Under $500,000Over $500,000Send Message