Imagine Your Future
Take a ride on our
Lifestyle Wheel
As part of our comprehensive financial planning service we have developed a ‘Lifestyle Wheel’ to help clients identify how they feel about their current lifestyle and highlight areas for improvement.
It looks at ten elements of lifestyle, including physical and emotional health, fun and recreation, relationships, time, financial wellbeing and personal fulfilment.
Start the questionnaire and give yourself a score, on a scale of one to ten where one is low and ten is high, for each component of your lifestyle.
Contact Us
Kleinburg Office
91 Anglewood Court
Kleinburg, ON L0J 1C0
Phone: 905-893-2540
Fax: 866-893-2629
[email protected]
Pickering Office
KPW NAUTICAL VILLAGE
613 Liverpool Rd.,
Pickering, ON L1W 1R1
Phone: 905-492-4431
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