Retirement projection

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

 

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