Build your own questions for an advisor

Pick the topics you want to talk about. You get a list of questions to print, save as a PDF or copy. Nothing you choose is sent anywhere.

How it works

Tick the topics that apply to you, add questions of your own, and print or save the list. Bring it to your meeting or call with a licensed advisor and write the answers beside each question.

The questions are general. They are not advice, and they do not suggest what you should buy.

Common questions

Does anything I choose get sent to AdvisorPro?

No. The tool works in your browser. Nothing you tick or type is sent to us unless you choose to send a request.

Is there a shorter list?

Yes. The checklist called Questions to ask an advisor is a short, printable list that covers the basics.

More in Guides and checklists

General information, not advice or a recommendation. Rules differ by province and by insurer, so confirm with your insurer or a licensed advisor. This page was last checked in November 2026.