Your Wealth Advisor - Canada

Safe, Suitable & Appropriate Solutions Designed For You - Worry Free Investments

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.
*Investment Knowledge:
Basic
Average
Better than average
Very knowledgeable

*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
 *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

*My preferred method of contact:
Email
Phone
I am comfortable working with an Advisor at a distance.
I do not live in Quebec.

About Your Privacy

Nanaimo, B.C., Canada

 Email: Service@compositefinance.com

 

Privacy | Legal Notice | Site Map | Home

Visit our Web Store

Super Share

Share on Facebook