Corporate Diagnostic Tool

Take a few minutes to answer this short series of questions to gain a quick snap-shot of your financial plan...its strengths and areas to improve. The ten most important financial questions you can ask yourself:

01/10

Do you have a recently updated shareholders agreement that protects you and your partner's interests in the event of a death, disability, retirement and sale of the business?

Yes
No
Unsure

02/10

Does your business represent over 50% of your overall net worth?

Yes
No
Unsure

03/10

Has the company made provisions such that if a key employee were to experience a long-term disability or a critical illness, it would not seriously impact the financial stability of the business and/or the employee and their family?

Yes
No
Unsure

04/10

Have you provided clear incentives for your key employees to help ensure their ongoing commitment to your business?

Yes
No
Unsure

05/10

Have you developed a clear succession plan that reflects the wishes of your partners, your family and yourself?

Yes
No
Unsure

06/10

Have you reviewed your eligibility to set up a defined benefit pension plan which can potentially guarantee you and your spouse an indexed pension for life?

Yes
No
Unsure

07/10

Have you done the necessary planning to ensure that you will be eligible to use your lifetime capital gains exemption of $750 000?

Yes
No
Unsure

08/10

Have you taken all steps necessary to protect your business from potential creditors and/or litigation?

Yes
No
Unsure

09/10

Are you confident that you have considered and reviewed all potential strategies to reduce or defer your personal and/or corporate taxes?

Yes
No
Unsure

10/10

Have you developed a team of professional advisors that work closely together to ensure your and your business' best interests?

Yes
No
Unsure

What shape is your future in?

Try our simple diagnostic tool to score your financial well-being.

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