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Request the free Retirement Consolidation Checklist: the questions a Financial Planner may ask you in an office meeting, so you can see what is connected and what is not.

✓ See all your accounts laid out in one place

✓ Spot gaps between what you have and the income you may need

✓ Know which questions to ask before you retire or leave an employer

What is inside the checklist?

1. Your accounts, in one list: Plans from former employers, accounts at the bank, and anything held elsewhere.
2. Your income picture: Questions about when you may need income to start and where it may come from.
3. Your next conversation: What to bring and what to ask if you decide to meet with a planner.

What a written retirement plan may look like

Picture a couple in Markham, a few years from retiring. They have six accounts across four institutions, and no single page that shows how it all fits together. Pulling it onto one page is where the planning conversation often starts.

Illustrative example only. It is not a real client, and it is not a promise or projection of any result. Individual situations differ.

The offer: if you are within ten years of retiring with $500,000 or more spread across different accounts, you can request a written retirement plan, at no cost and with no obligation. If it shows that you should keep doing what you are doing, you will be told that too.

Fill out the form below to get your free checklist.