Credora Financial Assessment - Begin Your Journey to Financial Wellness

Credora Financial Assessment

Your Journey to Financial Wellness Begins Here

Step 1 of 8

General Information

Welcome to your financial wellness journey. Taking this step shows incredible courage and self-care.

Personal & Family Information

Every family situation is unique. This helps us understand your complete picture with compassion.

Family Net Monthly Income

Please include ALL income sources, even if not reported to CRA. This helps us create the most accurate plan for you.

Income Source 1

Vehicles & Other Assets

Please list all non-mortgage assets worth more than $250. This includes vehicles, equipment, and valuables you own.

Asset 1

Financial Information

Please include all bank accounts, investments, and insurance policies. This helps create a complete financial picture.

Account 1

Unsecured Debt

List all credit cards, lines of credit, and unsecured loans. Remember, acknowledging debt is the first step to freedom.

Debt 1

Property Information

Please provide information about your primary residence and any other properties you own.

Primary Residence

Additional Properties

Review & Submit

What Happens Next?

Once you submit this form, our compassionate team will review your information and create a personalized financial wellness plan. We'll contact you within 24-48 hours to schedule your confidential consultation.

You've taken an incredible step today. By completing this assessment, you're choosing hope over fear, action over worry. We're honored to be part of your journey to financial freedom and peace of mind.

! Privacy & Security Notice

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Data Security: Please do not include sensitive details such as your Social Insurance Number (SIN), full account numbers, credit card numbers, or online banking passwords in this form.

Information Collection: We collect only the information needed to prepare your financial wellness review and will store it securely in accordance with Canadian privacy law (PIPEDA).

How Long We Keep It: Your information is retained for the time required by financial regulations, after which it's securely destroyed.

Your Rights: You have the right to access, correct, or request deletion of your personal information. You may also withdraw consent at any time.

Contact Us: For privacy-related inquiries, please contact our Privacy Officer at privacy@credora.ca or call +1 (604) 982-9339.

By submitting this form, you acknowledge that you have read and understand this privacy notice and consent to the collection and use of your personal information as described. For complete details, please review our Privacy Policy and Terms of Service.

Accessibility: If you need assistance completing this form or require it in an alternative format, please contact us at accessibility@credora.ca or +1 (604) 982-9339.