[Test FNEEQ] Financial security planning for retirement

Duration: 2 hours

Savings and investments

Content overview

  • How to create a sound financial strategy
  • Budget aspects
  • The Quebec Pension Plan and Old Age Security
  • The marginal tax rate and tax strategies
  • Legal issues
  • Life and health insurance: Do I really need them and if so, how much coverage should I get?
  • Savings plans and investments: RRSP or TFSA?
  • Investment disbursement: RRIF and life annuities
  • Personalized follow-up with your advisor to develop a strategy tailored to your needs.

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