Am I happy with the level of my income taxes?
Do you have the strategies to cut your current and future taxes? Are your investments tax-efficient? Either you plan your taxes or the government will.

Will I have enough for retirement?
Where will the money come from? Are your return expectations realistic? Do you have a plan to withdraw your RRSPs in a tax-efficient manner?

Am I holding the right type of investments?
What is your investment policy? Do you have a prudently diversified portfolio? Will your investments keep you ahead of taxes and inflation?

Is my family protected should anything happen to me? Am I protected if I get hurt?
Is your Life and Disability coverage sufficient?

Will taxes jeopardize my legacy to my family?
Will up to one-half of your estate go to pay income taxes? Where will your family get the money?

How well am I doing?
Do you know how each investment has performed; how well you have done overall; and what your cost base is for tax purposes?