Planning

Planning for the future can seem complex. Let us help make it simple.

Share the following information with us and we will show what your future could look like.
Please tell us about yourself
Name *

First Name Last Name
Email *
Do you have a spouse? *

yes no
Spouse's Name *
First and Last Name
What age would you like to retire? *
desired retirement age
Spouses retirement age? *
desired retirement age
How old are you? *
current age
Spouses current age *
current age
How many children do you have? *
number of dependent children
List names and ages of your children below: *
Financial Details
What is your annual income? Include approximate salary, commissions, bonuses, and real estate income.
Your gross annual income
Your spouse's gross annual income
Do you have a work place pension?
You

Yes No
How much will it pay in retirement?
amount of retirement income per year (you)
Your Spouse

Yes No
How much will it pay in retirement?
amount of retirement income per year (your spouse)
What kind of market ups and downs are you comfortable with?
You?

Little Moderate Large
Your spouse?

Little Moderate Large
Investment Accounts
How much do you have invested in each of the following accounts?
Your RRSP
Your TFSA
Your Non-Registered Account
Spouse's RRSP
Spouse's TFSA
Spouse's Non-Registered Account
Total RESP (Registered Education Savings Account
Monthly savings toward savings and investment accounts (combined monthly total)
Per Month
Do you rent or own your home?

own rent
How much is your home worth?
What is the remaining mortgage balance?
What is the remaining mortgage balance?
Monthly mortgage payment
Monthly rent
Do you (and your spouse if applicable) have any debt?

yes no
Debt Value (not including your home)
Insurance Details
YOUR INSURANCE -- Do you have any of the following? select all that apply

Life Insurance Critical Illness Insurance Disability Insurance
Your Life Insurance Coverage?
death beneft
Your monthly payment for Life Insurance?
Your Critical Illness Insurance Coverage?
lump sum benefit
Your monthly payment for Critical Illness Insurance Coverage?
Your Disability Insurance Coverage?
monthly benefit
Your monthly payment for Disability Insurance Coverage?
SPOUSE'S INSURANCE -- Does your spouse have any of the following? select all that apply

Life Insurance Critical Illness Insurance Disability Insurance
Spouse's Life Insurance Coverage?
death beneft
Spouse's monthly payment for Life Insurance?
Spouse's Critical Illness Insurance Coverage?
lump sum benefit
Spouse's monthly payment for Critical Illness Insurance Coverage?
Spouse's Disability Insurance Coverage?
monthly benefit
Spouse's monthly payment for Disability Insurance Coverage?
Do you have additional information you would like to share?
OPTIONAL -- If you would like to submit copies of your investment and/or insurance statements please feel free to upload here!

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Planning for the future can seem complex. Let us help make it simple.