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Retirement Plan Estimate

*Simplicity and Suitability to me means:
A reliable strategy that is appropriate for my needs.
Safe products & solutions that are suitable and designed for me.
I am risk - averse. My preference is to work with a risk-averse advisor.
My preference is to employ & select from products that come with guarantees.

Data required:

* Means it is a Required field.

*Year of birth for you: Year of birth for spouse: *Estimate your current asset mix in $ just a rough estimate is all that is required.
*Investment Knowledge:
Basic
Average
Better than average
Very knowledgeable
*Select a nominal range of returns you can live with: *Assets & Liabilities: a rough estimate is all that is required
*Desired year for retirement (you) Desired retirement Year for spouse: Other goals & objectives:
*CPP & OAS eligibility at retirement:
You full CPP
You CPP but partial only
Spouse full CPP
Spouse CPP but partial only
You OAS
Spouse OAS
*Your combined pension income at retirement: $ per month Spouse's combined pension income at retirement: $ per month *Current combined income: Savings each year until retirement: *Health is: poor, average, better than average Annual income required from portfolio at retirement: *Increase retirement income to match the annual change in the Total - Consumer Price Index ?
Yes
No
I understand inflation and I have considered the risks .
I prefer to export inflation risk to insurance companies
Other issues: brief description
*My preferred method of contact:
Email
Phone
I am comfortable working with an Advisor at a distance.
I do not live in Quebec.
*Email address: *Phone number & area code: *Name(s):

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