Recent research from Manulife establishes a strong link between financial health and physical and emotional health – compelling evidence of the benefits of being financially prepared.
The Financial Wellness Assessment is a simple questionnaire that measures your current level of financial wellness and, based on your answers, provides you with a personalized action plan to help you improve it.
It takes about 5 minutes and doesn’t require any preparation.
By clicking "Get started now!" you agree to the terms and conditions.Get started now!
What are your budgeting habits?
What are the main reasons why you are not saving more for retirement?
(Choose all that apply)
I have... (Choose all that apply)
How are you doing with managing your debt?
In the last 12 months (choose all that apply)
Would you feel financially prepared if one of these events happened to you, your spouse or dependents?
Select your Top 3 Financial Priorities from the items below:
You have taken an important first step to improving your financial future.
The information that you provide in the Financial Wellness Assessment will be used to measure your level of financial readiness and to provide you with a personalized action plan. All content in the personalized action plan is for illustration and informational purposes only and should not be construed as a guaranteed outcome. Manulife may combine the information you provide with information from other users, to provide aggregate reporting to its group plan sponsors so that they may identify areas of focus when it comes to the financial wellness of their employees. This reporting may also be used by Manulife to develop workplace financial education programs and will not contain any information that could be used to identify you personally. To ensure confidentiality, Manulife will never identify your responses to any third parties. Manulife is not responsible for availability or content of external websites.
E.g. personal life insurance, RRSP, investment or RRSP loan, mutual funds, non-registered investments, TFSA, stocks/bonds, online trading or investing account.