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Address:

39 Durward Place, Unit 2
Waterloo, Ontario N2L 4E5

 

Telephone:

519-747-3000

 

 

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Comments/Questions:
 
5 Key Issues To Consider
 
  1. If you accumulate as many NET assets in the NEXT five years as you just did in the LAST five years, are you going to be satisfied with your progress at that point?




  1. Is the difference between what you OWN and what you OWE getting WIDER, NARROWER or STAYING THE SAME?





  1. How many weeks of your typical month in retirement are FULLY funded by your current plans (based on date of retirement until end of projected life expectancy):






  1. Does your current life insurance pay you immediately to stay at home on the diagnosis of critical illness – or would you have to go to work whilst critically ill?




  1. How many of your children’s further education is going to be fully funded, based on your current financial plan:






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