Learn about your financial iq assessment

What’s YOUR Financial IQ?

Complete our Financial IQ Assessment and learn
concrete strategies on how to improve your financial literacy.

If you’re serious about taking control of your finances or want to improve your financial literacy so that you can build, or re-build, your financial fortress, here’s how Jackie’s team can help:

We are offering a one-time complimentary 30-minute phone consultation to a limited number of individuals. If this is something you’d like to take advantage of please complete our ‘What’s Your Financial IQ’ Assessment and we will reach out to schedule your phone session with a member of Jackie’s team.

During your private and confidential conversation, you will:

  • Find out exactly what areas of your finances needs tweaking and,
  • Discover your most advantageous next move.
  • Have a clearer picture of your overall financial health.

Please allow yourself time to thoughtfully complete this confidential Financial IQ assessment for an opportunity to have a private one-on-one session with a member of Jackie’s team.

The more you can share now, the more beneficial your session will be.

Once you submit your responses click the SUBMIT button and it will be sent to us in confidence and without obligation. Once received, one of Jackie’s Client Experience Managers will reach out to you to schedule your call at a time that works for you.

If you have any immediate questions, reach out to Sharen by email at sharen.skene@cartewm.com or by phone at 905-766-9443.

To stay updated about the latest financial news, check our News Blog. We post relevant articles and original content about the latest events in the finance world to keep you informed.