Retirement Planner
Your Retirement
Please tell us about your retirement plans.

Please note: If you are completing this form for yourself and your spouse and your desired retirement dates differ, a separate form must be completed for each of you.

What is your full legal name? *
Your answer
What is your spouse's full legal name? (if applicable)
Your answer
What is your current age? *
Your answer
What is your spouse's current age? (if applicable)
Your answer
What is your desired retirement date? *
MM
/
DD
/
YYYY
What is your desired annual retirement income in today's dollars? *
If not sure, please indicate 'not sure'.
Your answer
Would you like to make a major purchase in retirement? *
For example: a vacation property, automobile, travel
If you answered yes to above please indicate all that apply:
If yes, will this be paid for from your annual retirement income or will a lump sum of cash be required?
If a lump sum of cash will be required, please indicate the amount in today's dollars:
If not sure, please indicate 'not sure' or estimate to the best of your ability.
Your answer
Would you like to leave money to loved ones and/or charity? *
If you answered yes to above, how much money would you like to leave to loved ones and/or charity?
If not sure, please indicate 'not sure'.
Your answer
Please describe with as much detail as possible what your ideal retirement will be and/or anything else you would like us to consider in your retirement plan:
Your answer
Sources of Income
What sources of retirement income are you (and/or your spouse) expecting? *
Please choose all that apply:
Required
What kinds of investments do you (and/or your spouse) currently have? *
Please choose all that apply:
Required
Do you (and/or your spouse) expect to receive Canada Pension Plan Benefits and/or Old Age Security Benefits? *
You may be required to provide CPP and/or OAS statement if applicable.
Required Documents Checklist *
At some point during the retirement planning process, some or all of the following list of documents may be required. Please select all that you are able to provide:
Required
Please tell us anything else you feel may be relevant to your retirement plan:
Your answer
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