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Free Financial Needs Analysis
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Free Financial Needs Analysis

Our Process

 Financial Needs Analysis: 

  1. Initial meeting to discuss your goals & current financial situation
  2. Second meeting to provide education & recommendations 
  3. Implementation of the desired option(s)

After Implementation: 

  • Ongoing support 
  • Review meetings 
  • Adjustments made as needed

What is a Financial Needs Analysis?

A Financial Needs Analysis is a free, no-obligation check-up designed to help you:

  • Make the most of what you earn;
  • Avoid common financial mistakes; and
  • Increase overall clarity and confidence.


It is ideal for individuals, families and businesses, regardless of their income level, who are just getting started or would like a second opinion on their existing strategy.


Through this process, our team has uncovered millions of dollars in missed opportunities that stem from: 

  • Outdated insurance,
  • Unused tax strategies,
  • Estate planning errors,
  • Overlooked debt solutions,
  • Underperforming investments, and more. 

Our Services

Insurance

Investments

Investments

  • Critical Illness
  • Term Life
  • Universal Life
  • Whole Life

Investments

Investments

Investments

  • Kids Education
  • Non-Registered
  • Pension Transfers
  • RRSP, TFSA, FHSA

Other

Investments

Other

  • Budget Support
  • Debt Restructuring
  • Mortgage Referrals
  • End of Life Preparation


Who We Help

Getting Started

Experienced Family

Getting Started

You are an individual looking for resources on how to set the foundation of an effective financial plan.

Learn More

Starter Family

Experienced Family

Getting Started

You are a parent looking to establish a strong financial foundation for yourself and your children.

Learn More

Experienced Family

Experienced Family

Experienced Individual

You are a parent who may benefit from a second opinion on how to maximize your existing financial strategy.

Learn More

Experienced Individual

Experienced Individual

Experienced Individual

You are an individual with existing financial products that may require adjustments or a second opinion.

Learn More

Empty Nesters

Experienced Individual

Empty Nesters

You are an individual or couple seeking more clarity and confidence in what it looks like to wind down your career.

Learn More

Retired

Experienced Individual

Empty Nesters

You are an individual or couple who must ensure their assets are protected and liquidated appropriately.

Learn More

Providers

In affiliating with World Financial Group, our licensed agents gain access to dozens of the most trusted and well-established financial institutions across North America, including but not limited to: 


  • BMO
  • Canada Protection Plan
  • Empire Life
  • Equitable Life
  • Everest Funeral Concierge
  • Industrial Alliance
  • Ivari
  • Manulife


Rather than being tied to pitching one option, agents represent your best interests to various product providers to bring you quality solutions with competitive rates, features, and benefits. 


With no quotas and a comprehensive product shelf, we have the time, the resources, and the absence of pressure required to deliver customized financial education based on your goals and needs. 

Disclaimers

(1) World Financial Group, Inc. (WFG) is a financial services platform whose affiliates offer a broad array of financial products and services. World Financial Group Insurance Agency of Canada Inc. (WFGIA) offers life insurance and segregated funds. WFG Securities Inc. (WFGSI) offers mutual funds and scholarship plans in select provinces. WFG, WFGIA, and WFGSI are affiliated companies. Head Office: 5000 Yonge Street, Suite 800, Toronto, ON M2N 7E9 


(2) The commentaries and views expressed herein are for information and/or motivational purposes only. The views and opinions expressed therein are those of the individual speakers and do not necessarily represent the views and opinions of World Financial Group Insurance Agency, LLC or any of its respective affiliates and employees. 


(3) This material is intended for education and training purposes only and is not intended to be, nor should it be construed as, an offer or solicitation for the purchase or sales of any specific securities, financial services or other non-specified item. Securities products are sold by prospectuses that contains more information about the product's fees, charges and limitations, and can only be offered by a qualified registered representative. 


(4) Many people have experienced various levels of success with World Financial Group Insurance Agency, LLC. However, each individual’s experiences vary. These statements are not intended to nor do they represent that any individual results are representative of what all participants achieve. 


(5) In no way do these statements (one any one individual statement) offer, guarantee or otherwise imply any financial gain or reward as a result of becoming a World Financial Group client or affiliate. The term "wealth" is subjective and must be defined on an individual basis. 

Cooper Allen

cooper@cooperallen.ca

705-796-7947

Copyright © 2025 Cooper Allen - All Rights Reserved.

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