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Basic Report

Comprehensive Report

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Introduction to Retirement Planning
Networth
Detailed
Cashflow
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Integration with OAS, CPP, work pension, rental property
Detailed
Investor Profile
Detailed
Retirement Savings needed to retire at the age of 65
Detailed
Retirement Savings needed to retire at the age of 60
Detailed
Tax Planning
Detailed
Life Insurance Planning
Detailed
Critical Illness Insurance Planning
Detailed
Disability Insurance Planning
Detailed
Insurance needs to plan for Estate Tax
Detailed
Goals
Detailed
Retirement Activities
Detailed
45 Minutes Consultation with the Retirement Specialist
Detailed
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