Planning

Please tell us about yourself

Name*

First NameLast Name

Email*

Do you have a spouse?*

yesno

Spouse's Name*

First and Last Name

What age would you like to retire?*

desired retirement age

Spouses retirement age?*

desired retirement age

Your current age?*

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

YesNo

How much will it pay in retirement?

amount of retirement income per year (you)

Your Spouse

YesNo

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?

LittleModerateLarge

Your spouse?

LittleModerateLarge

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?

ownrent

How much is your home worth?

What is the remaining mortgage balance?

Monthly mortgage payment

Monthly rent

Do you (and your spouse if applicable) have any debt?

yesno

Debt Value (not including your home)

Insurance Details

YOUR INSURANCE -- Do you have any of the following? select all that apply

Life InsuranceCritical Illness InsuranceDisability 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 InsuranceCritical Illness InsuranceDisability 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!

Upload PDF Files

Financial Plan