Find out if you are in the Red or Grey Zone and what you absolutely need to know.
We Back-Test your current (or anticipated) portfolio allocation and income withdrawal rate to see if it is sustainable. We use actual historic market returns, inflation data and simulate the outcome of retiring in any given year from 1900 - 2008.
The Retirement Optimizer is a sophisticated tool that will clearly illustrate the range of outcomes (Lucky, Median & Unlucky) you can expect from your portfolio. It will help to determine if you are on the right track.
Find out the safe & sustainable amount of income that you can withdraw from your portfolio. Don't guess! Find out what you need to do to move into the Green Zone.
$650.00 plus HST.
Please call before ordering. If you proceed we will send our Engagement Agreement outlining the scope of the service and confirm receipt of your payment.
