Discovery tool - Wealth Portrait - Life Goals Plan:Part 2

Discovery Tool - Wealth Portrait - Life Goals Plan
Data from Part 1 (Hidden)
First / Given & Last / Family Name: Client 1
Client1 Email
example@example.com
First / Given & Last / Family Name: Client 2
Unique ID
Sender name
Retirement Goal
Projected Retirement Age:
Client 1:
Please type your projected age for retirement.
Client 2:
Please type your projected age for retirement.
Sources of retirement income
Canada Pension Plan (CPP) / Quebec Pension Plan (QPP)
Client 1
Starting age or year of the benefit start:
Gross Annual Benefits:
Client 2
Starting age or year of the benefit start:
Gross Annual Benefits:
Old Age Security (OAS)
Client 1
Starting Age
Number of years of non-residency in Canada from age 18 to 65:
Client 2
Starting Age
Number of years of non-residency in Canada from age 18 to 65:
Did you (client 1) or client 2 contribute to a defined benefit pension plan?

YesNo
If yes, complete the section “Private pensions and other income “.

Private Pensions and Other Income:

In a defined benefit plan, the amount of the annuity is set in advance according to a specific formula.In general, member contributions are set by the plan and the employer assumes the balance of contributions to be paid.

Plan 1:
Client 1 or Client 2
Name of the plan
Legislation
Projected date (or age) of benefits
Amount of gross annual benefits
End of benefits (age or year)
Indexation rate before benefits(%)
Annual index rate for benefits
Percentage of pension to surviving spouse

Plan 2:
Client 1 or Client 2
Name of the plan
Legislation
Projected date (or age) of benefits
Amount of gross annual benefits
End of benefits (age or year)
Indexation rate before benefits(%)
Annual index rate for benefits
Percentage of pension to surviving spouse

Plan 3:
Client 1 or Client 2
Name of the plan
Legislation
Projected date (or age) of benefits
Amount of gross annual benefits
End of benefits (age or year)
Indexation rate before benefits(%)
Annual index rate for benefits
Percentage of pension to surviving spouse

Plan 4:
Client 1 or Client 2
Name of the plan
Legislation
Projected date (or age) of benefits
Amount of gross annual benefits
End of benefits (age or year)
Indexation rate before benefits(%)
Annual index rate for benefits
Percentage of pension to surviving spouse

Plan 5:
Client 1 or Client 2
Name of the plan
Legislation
Projected date (or age) of benefits
Amount of gross annual benefits
End of benefits (age or year)
Indexation rate before benefits(%)
Annual index rate for benefits
Percentage of pension to surviving spouse

Plan 6:
Client 1 or Client 2
Name of the plan
Legislation
Projected date (or age) of benefits
Amount of gross annual benefits
End of benefits (age or year)
Indexation rate before benefits(%)
Annual index rate for benefits
Percentage of pension to surviving spouse

It is important to understand the impact of government benefits (CPP / QPP) to which you will be entitled on your private pension plan income. A miscalculation could overstate your combined pension plan income.
Please refer to the summary of your private pension plan to determine whether it is coordinated with government benefits. If your private pension plan has a coordination clause, please enter your income sources on 2 lines.

Salary During Retirement
Aside from Pension Payments do you plan to receive a salary during your retirement?

YesNo
If so, how long?
Enter number of Years
Indefinitely

1.
Client 1 or Client 2*
Amount of revenues (annual)*
Indexed*
If yes, from which year to which year?*

2.
Client 1 or Client 2
Amount of revenues (annual)
Indexed
If yes, from which year to which year?

3.
Client 1 or Client 2
Amount of revenues (annual)
Indexed
If yes, from which year to which year?

4.
Client 1 or Client 2
Amount of revenues (annual)
Indexed
If yes, from which year to which year?

5.
Client 1 or Client 2
Amount of revenues (annual)
Indexed
If yes, from which year to which year?

6.
Client 1 or Client 2
Amount of revenues (annual)
Indexed
If yes, from which year to which year?

Inheritance
Do you plan to receive an inheritance?

YesNo

1
Client 1 or Client 2
Approximate amount
Approximate date

2
Client 1 or Client 2
Approximate amount
Approximate date

3
Client 1 or Client 2
Approximate amount
Approximate date

4
Client 1 or Client 2
Approximate amount
Approximate date

Should be Empty:

Discovery Tool - Wealth Portrait - Life Goals Plan

Data from Part 1 (Hidden)

Retirement Goal

Projected Retirement Age:

Sources of retirement income

Client 1

Client 2

Old Age Security (OAS)

Client 1

Client 2

Private Pensions and Other Income:

Salary During Retirement

Inheritance