Financial Readiness Quiz

Take this quiz to see how healthy your financial habits are and what areas could use some improvement. Then, talk to your advisor about your results and the steps you can take to boost your score.

Name:


Respond to the following statements.

Respond to the following statements.

Respond to the following statements.

Do you feel ready financially if one of these events happened to you, your spouse or your dependants?

Respond to the following statements.

Please tick to verify that you are not a robot

 

What our clients are saying

Saverio, you are adorned with professionalism, an attentive, listening ear that allows your clients to feel at ease and cared for.  I was so impressed with your investment philosophy and your helpful team that I referred my own mother to you and she is now your client!

Ellis N., Mississauga, ON

Products & Services Disclosure

Di Mondo Private Wealth Management is a trade name used for dealer business only. Stocks, bonds and mutual funds are offered through Manulife Securities Incorporated. Insurance products and services are offered through Manulife Securities Insurance Inc. Banking products and services are offered by referral arrangements through our related company Manulife Bank of Canada. Manulife Securities related companies are 100% owned by The Manufactures Life Insurance Company (MLI) which is 100% owned by the Manulife Financial Corporation, a publicly traded company. Details regarding all affiliated companies of MLI can be found on the Manulife Securities website www.manulifesecurities.ca.  Please confirm with your advisor which company you are dealing with for each of your products and services.

3 Robert Speck Pkwy, Suite 200 Mississauga, ON L4Z 2G5