Referral contest

Refer me, get rewarded!

Each referral helps me build my career with iA Financial Group at the Magog agency.

Me référer, c'est payant! contest poster with Alexandre Tanguay, a CA$2,000 Air Canada gift card and a QR code

A referral that matters

Know someone who wants to review their plans?

Insurance, savings or retirement preparation: I would be glad to speak with them. Thank you to everyone who keeps me in mind and shares my name.

Prize: a CA$2,000 Air Canada gift card at each quarterly draw, through July 31, 2027.

Details and entry

Entry takes place on SurveyMonkey. Read the contest terms before entering.

This questionnaire remains outside the contest

No active contest is connected to the form below. It only helps prepare a meeting, free and with no obligation. Its answers do not count as an entry into the referral draw.

Your summary in three minutes

Your name, email and phone number are required. The rest helps me prepare, and the more you share, the more precise the summary.

First name

Last name

Phone

A two-minute call often settles what would take five emails.

What brings you here

Message (optional)

Your age groupIt shapes the recommendations considerably.

18 to 25 25 to 35 35 to 50 50 to 65 65 and over

What matters most to you?Check everything that applies.

Saving over the short, medium or long term Protecting my income and debts if I become disabled Being covered in case of critical illness Covering funeral costs Paying off my debts at death Paying less tax Reducing tax at death

You are

A homeowner A tenant Living with my parents Other

Your employment status

Employed Self-employed Retired Other

Does any of these apply to you?Check everything that applies.

I have children or plan to In the process of buying a property Looking for financing Mortgage paid off Mortgage renewal within the next 24 months No will or protection mandate Caregiver

What would you most like to improve?Check everything that applies.

Savings Insurance (life, disability, critical illness) Income protection Planning a project (home, car, travel) Retirement Debt management Other

Your current advisor

I already have an advisor I do not have one I am not sure

Your last meeting with that advisor

Less than a year ago One to three years ago More than three years ago I do not remember

Your propertyTwo questions, only to prepare the meeting.

Mortgage in progress No mortgage I would rather discuss it in person

Death and disability coverage taken with the lender No coverage tied to the loan I do not know what I have

Your rental

Buying within two years Buying in two to five years Not in my plans for now

Your children's educationThere is no right answer, only yours.

I plan to fund it entirely We will contribute together They will fund it themselves I have not decided yet

An RESP is already open No RESP for now I do not know

Your business

I work on my own I have business partners I have employees

A shareholders' agreement exists No agreement Not applicable in my case

Your retirement horizon

Less than ten years away Ten to twenty-five years away More than twenty-five years away I have not thought about it yet

Your retirement

I already draw QPP and the federal pension I have not claimed anything yet Only part of it

I have a drawdown strategy I do not have one I am not sure whether I have one

Never send a social insurance number, detailed medical information or banking details through this form.

The process

A simple three-step process

Step 1

I take stock of your situation

I go through your answers within 24 business hours. If something is missing for me to understand your situation properly, I get in touch directly.

Step 2

I prepare your summary

I pull together the essential information to bring out what is already in place, what needs a second look and the priorities that deserve your attention.

Step 3

We go over it together

We take about 30 minutes to walk through the summary, answer your questions and see which options make sense for your situation.

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