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The website www.abundancewealthcommunity.com is owned and operated by Max Becker-Pos. Max is licensed with the Insurance Council of British Columbia under the license number LIC-2019-0016726-R02, also goes by the trade name Max Becker-Pos Wealth Community, and is licensed to operate and do business with residents in the province of British Columbia.

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Your email address

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Your age range?

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What's your income range?

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What's your approximate net worth range?

08.

Question 8

How confident are you with your finances?

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What is the main reason you want to speak with a financial advisor?

10.

Question 10

What are your top 2 financial goals?

11.

Question 11

What are your top 2 financial challenges?

12.

Question 12

What have you tried so far to overcome those challenges?

13.

Question 13

What did you learn about money growing up?

14.

Question 14

What investment programs are you using now? (Choose all that apply)RRSPsTFSAsRRSP from WorkNon-RegisteredRESPsOther

15.

Question 15

Do you have an incorporated practice?YesNo

16.

Question 16

Do you have anyone who depends on you financially?YesNo

17.

Question 17

What charitable causes most resonate with you? And why?

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How would you like to distribute your money when you pass away?

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