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