A retirement projection is a simplified version of the retirement section included in a comprehensive financial plan. This service is provided with or without a financial planner presentation.
- Establishment of detailed cash flows
- Choice of defined benefit pension plans
- Deferred annuity or Locked-in RRSP
- Optimization of accumulation for retirement
- Optimization of disbursement at retirement
- Establishing the disbursement order of the assets
- At what age should you apply for the QPP retirement pension?
- Maximization of old age security pension