Benefits
Basic Report
Comprehensive Report
Account
FREE
$499
Introduction to Retirement Planning
Networth
Cashflow
Integration with OAS, CPP, work pension, rental property
Investor Profile
Retirement Savings needed to retire at the age of 65
Retirement Savings needed to retire at the age of 60
Tax Planning
Life Insurance Planning
Critical Illness Insurance Planning
Disability Insurance Planning
Insurance needs to plan for Estate Tax
Goals
Retirement Activities
45 Minutes Consultation with the Specialist
