RETIREMENT SITUATION Yes No Comments Retire at age . Maintain a cost of living of , an annual income of , in today’s dollars Evaluate options for cashing out RRSPs, RRIF and annuities Choose between a defined benefit pension plan and transfer to a LIRA Business: set up an individual pension plan Original Copy Comments Annual pension plan statement Statement of RPP options QPP statement of participation Investment statements (RRSP, TFSA, non-registered, etc.) Federal notice of assessment Tax returns (client and spouse) our meeting, we will analyse the outlined objectives and develop an action plan. If necessary, we will formulate recommendations related to the selected objectives. Only the objectives identified above will be analysed. Our responsibility is limited by the documentation and information provided. Our recommendations will be based on certain assumptions and will have to be reviewed from time to time to reflect your changing social and family situation, changes to tax and other laws, and the fluctuations of the economy and the financial markets over time. The fee for the present contract will be $______. (Client’s signature) (Financial planner’s signature)
RETIREMENT SITUATION Yes No Comments Retire at age . Maintain a cost of living of , an annual income of , in today’s dollars Evaluate options for cashing out RRSPs, RRIF and annuities Choose between a defined benefit pension plan and transfer to a LIRA Business: set up an individual pension plan Original Copy Comments Annual pension plan statement Statement of RPP options QPP statement of participation Investment statements (RRSP, TFSA, non-registered, etc.) Federal notice of assessment Tax returns (client and spouse) our meeting, we will analyse the outlined objectives and develop an action plan. If necessary, we will formulate recommendations related to the selected objectives. Only the objectives identified above will be analysed. Our responsibility is limited by the documentation and information provided. Our recommendations will be based on certain assumptions and will have to be reviewed from time to time to reflect your changing social and family situation, changes to tax and other laws, and the fluctuations of the economy and the financial markets over time. The fee for the present contract will be $______. (Client’s signature) (Financial planner’s signature)
questionnaire-partiel-planification-financiere-en.docx