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RetirementWise

Take this 2 minute quiz to get matched with elite financial experts and unlock exclusive access to Unlimited Complimentary Retirement Planning.

Are you retired?

Yes

No

What is your current financial priority? *

Just getting started

Building up my savings

Growing my wealth

Retaining my wealth

How quickly would you like to improve your long-term financial strategy? *

As soon as possible

Within the next 3 months

Within the next year

No specific timeframe / I don't want to make any changes

What's your city and province? *

Why are you looking for an advisor? *

I'm unsatisfied with my current advisor

I’d like to get another advisor’s perspective

I have substantial wealth that I’d like to divide with another advisor

I recently relocated

I've never worked with one before

Is there anything else you'd like your matches to know?

(optional)

Where should we send your matches? *

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First Name *

Last Name *

Phone *

Important: you'll receive your matches shortly after we verify your information

The information provided here is solely for informational purposes and should not be interpreted as investment advice. We do not endorse or offer to
sell any specific securities, strategies, or investment products. Our analysis and discussions regarding investments, sectors, or the market are based on
current information from reliable public sources. However, we cannot guarantee the accuracy or completeness of this information. Our views expressed in online content are current at the time of publication but may change. RetirementWise is not a registered investment advisor and does not provide financial planning or investment advisory services to clients. We do not manage client funds or hold custody of assets. Instead, we assist users in connecting with relevant financial advisors.