Individual Retirement Plan Full Update

For clients with a past Individual Plan who would like their retirement plan refreshed with updated information and assumptions.

Your update includes:

15-minute pre-plan update phone call
Updated individual retirement projections
Revised RRSP/RRIF Meltdown and tax-planning strategies
1-hour Zoom meeting to review your updated plan
Updated PDF report and Excel spreadsheet
Recorded video walkthrough of your updated plan
3 months of email support for follow-up questions and clarification

1 payment of $1,750 plus tax

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Key Points

Deliverables: Please see our Advisory Services Agreement for full details.
Client Responsibilities: Please see our Advisory Services Agreement for full details.
Fees and Compensation: Please see our Advisory Services Agreement for full details.

Our Thanks!

We love helping Canadians from Coast to Coast, and we thank you for the opportunity to help you with your retirement goals. Our team looks forward to working with you again!