Benefits |
Basic |
Comprehensive |
|---|---|---|
| Account | FREE | $499 |
| Introduction to Retirement Planning | ||
| Networth | ||
| Cashflow | ||
| Integration with OAS, CPP, work pension, rental property | ||
| Investor Profile | ||
| Retirement Savings needed to retire at the age of 65 | ||
| Retirement Savings needed to retire at the age of 60 | ||
| Tax Planning | ||
| Life Insurance Planning | ||
| Critical Illness Insurance Planning | ||
| Disability Insurance Planning | ||
| Insurance needs to plan for Estate Tax | ||
| Goals | ||
| Retirement Activities | ||
| 45 Minutes Consultation with the Retirement Specialist | ||
| Price | FREE (Limited Time Offer!) | $499 |