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Learning. Integrity. Fun. Transparency.

Financial Awareness, ReLive Early - FARE!

Awareness creates choice.

Choice brings freedom.

Freedom builds Your Life --

and a lasting legacy.

2025 Greatway Financial's

10th Annual Convention of Champions!

Get your free assessment and e-book here.

If you would like a personalized approach, feel free to book an appointment with me.

Happy to be of service!

Learn. Earn. Budget. Save.

Invest. Diversify. Give.

Live Your Life with Happy, Peace of Mind!

Retirement Ready Scorecard

Here is a 3-minute free retirement assessment to determine your retirement readiness based on your financial strategies.

Are your ready to retire in Canada?

15-minute Discovery Call

Have you ever wanted to improve your financial situation. Talk to a trusted advisor about your financial goals and needs.

Set a Complimentary Call

Retire Smarter in Canada

Get your Free e-book about the basics of Canadian retirement with suggested financial strategies.

Life Insurance as One of Your Financial Tools

If you know the value of life insurance, allow me to help you determine your current insurance need, build your insurance policy and provide guidance as your wealth grows in the coming years if you are living in Quebec, Canada.

Retirement Insurance Planning.

Family financial security.

Debt Protection.

Savings Growth and Investment, tax-deferred.

Portfolio diversification.

Wealth-building legacy, tax-free.

Click To Know More

Surveys, surveys, surveys!

Assess your Financial Awareness

I am committed to improving my financial status. *

This is me!

Often

Sometimes

Rarely

Not at all!

I have a positive and confident attitude about money and wealth. *

Strongly Agree

Agree

Neutral

Disagree

Strongly Disagree

I regularly track where my money comes from (income) and where it goes (expenses) as well as my cash flow. *

Yes!

Often

Sometimes

Rarely

No

I have clear, written financial short- and long-term goals with actions steps to realize my goals. *

Yes, I have those!

Clear, written but no action steps

Clear but not written

Just in my head

None at all

I save money regularly for short-term needs and I have an emergency savings fund equivalent to my 4- to 6-month expenses. *

This is me!

3-month savings

2-month savings

1-month savings

None at all

I create and follow a budget to guide my spending e.g. 50-30-20, envelope method, etc. *

Yes!

Often

Sometimes

Rarely

Not at all

I know my credit score and I understand how it affects me. *

800+

730-799

630-729

629 and below

I don't know

I have a strategy or plan for my retirement that provides me peace of mind. *

Absolutely!

Already took some action

Drafting a plan

Just thinking about it

None

I have a diversified portfolio to grow wealth (stocks, mutual funds, real estate, cash-value life insurance, precious metals, commodities, bitcoin, education, etc). *

This is me!

Quite diversified

Not quite diversified

Money is in the bank only

No investment

I allocate part of my income to giving or supporting a cause/s or charity I care about. *

Always

Often

Sometimes

Rarely

Never

Last Step!

Your score will be sent to you soon.

First Name

Last Name

Phone *

Email *

I Consent to Receive SMS Notifications, Alerts & Occasional Marketing Communication from Evangeline Atienza. You can reply STOP to unsubscribe at any time.

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Get Your Life Insurance Quote!

Are you married? *

Yes

No

How many children do you have? *

Answer:

Indicate how many for each age range. *

0-12
13-18
19+

Your Gender? *

Male

Female

What is you employment status? Check all that applies. *

Full-time employee

Part-time employee

Self-employed

Freelance

Business owner

Retired

Volunteer

Unemployed

On Disability

Other

What is your annual net income? Please provide your best estimate.

Ans

Are you a smoker or have you smoked or vaped in the past 12 months? *

Yes

No

What is your Date of Birth? *

Province *

Select your Province of Residence

AB
BC
MB
NB
NL
NT
NS
NU
ON
PEI
QC
SK
YK
No elements found. Consider changing the search query.
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Do you have any current debt (student, credit card, bank, car, personal, line of credit)? If yes, please estimate how much.

Ans:

How much is your remaining mortgage payment? Write zero (0) if your have none. *

Ans:

Estimate your currents savings (RRSP, TFSA, non-registered, etc) and assets (home, personal possession like jewelry, investments).

Ans:

How much is your current life insurance coverage? Please choose the best option. *

0
50,000
100,000
200,000
300,000
400,000
500,000
600,000
700,000
800,000
900,000
1,000,000
1,000,000+
No elements found. Consider changing the search query.
List is empty.

What are your financial goals? Check all that apply.

find a job

increase income

be self-employed

start a business

pay debt

buy a car or home

build emergency savings fund

start investing

diversify portfolio

Other

For Other goals, please write here:

Last Step!

Your quote will be ready soon.

First Name *

Last Name

Phone *

Email *

I Consent to Receive SMS Notifications, Alerts & Occasional Marketing Communication from Evangeline Atienza. You can reply STOP to unsubscribe at any time.

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