Retirement and corporate tax, made clear in one short check.
The MDL Bilingual Retirement and Corporate Tax Readiness Engine helps business owners and families see where they stand today, then book a calm discovery call with the advisor of their choice.
- Seven questions, answered one at a time, in about two minutes.
- An instant readiness brief across Tax, Estate, Group Benefits, and Retirement Cash-Flow.
- One clear next step: a discovery call with Gabriel, Mario, or Gilles.
No sign up. Nothing is sent or saved. Your answers stay on this page.
How it works
One path, from first question to a booked call
No popups competing for your attention, and no detours. Each view asks for one thing, and one thing only.
Answer seven questions
A short interactive check on your corporate tax plan, your estate documents, your group benefits, and your retirement income picture.
Read your instant brief
The moment you finish, you receive a scored readiness brief with a plain language note for each of the four categories.
Book a discovery call
Choose Gabriel, Mario, or Gilles, pick a date and time that suit you, and confirm. One click scheduling, in the same flow.
What your brief looks like
Prepared for: Sample, a business owner or family at the end of the check
| Category | Score | Band |
|---|---|---|
| Tax | 72 / 100 | In progress |
| Estate | 54 / 100 | In progress |
| Group Benefits | 63 / 100 | In progress |
| Retirement Cash-Flow | 81 / 100 | Well prepared |
Sample scores only. Your brief is scored from your own answers, with a plain language note under each category.
The readiness check
Seven questions. One honest brief.
Answer for where things stand today, not where you hope they will be. There are no wrong answers.
See where you stand, in about two minutes
You will answer seven questions covering Tax, Estate, Group Benefits, and Retirement Cash-Flow. Your scored brief appears the moment you finish, on this same page.
Private by design: answers are scored in your browser only.
Choose the answer closest to today. You can go back and change it.
Your readiness brief
Book your discovery call
Choose your advisor, then a date and time. Your readiness brief gives your advisor a helpful head start on the conversation.
Prototype confirmation
This is a front end simulation for review. No booking was sent, no calendar was updated, and no information was saved.
In the live version, this step would confirm your call and send a calendar invitation in your chosen language.
Advisors
The people behind the plan
MDL Financial Group serves Ottawa, Casselman, and Embrun, in English and French.
Gabriel Lalonde
CFP, CLU, Principal
Gabriel leads the practice and the retirement and corporate tax planning conversations at the heart of this check.
Mario
Advisor, business owners
Mario takes discovery calls for business owners, starting with corporate tax and group benefits, in English or French.
Gilles
Advisor, pre-retirees and families
Gilles takes discovery calls for pre-retirees and families, starting with estate documents and retirement cash-flow, in English or French.