Get a household budget and a plan for retirement. We'll help you implement that plan through a WealthSimple account.
Get yourself on track for retirement. We'll work through your investment profile to determine how much you need to invest each year to have the desired income levels when you retire. Together, we'll work through your household budget to find the cash. You'll leave with a much better understanding of your financial position, and a plan to prepare you for retirement.
Price: $2,500 (one-time fee)
*includes three sessions, a household budget and a Wealthsimple account
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Process |
Time |
Homework |
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Session 1: Review financial position and create investor profile with Wealthsimple. |
90 minutes |
Bring last 6 months of personal bank and credit card statements, details on investment accounts, mortgages, credit card, |
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Session 2: Review household budget - conclude on amount to invest. We can even start the monthly investing if you're ready. |
90 minutes |
Determine how much to invest and what costs to cut to get there. Set up the monthly payments into WealthSimple. |
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Session 3: Follow up 3 months later or at RRSP time. |
90 minutes |
Submit last 3 months' bank and credit card statements and investment accounts. Evaluate progress and further fine-tune. |
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* Both spouses must attend, and all online accounts must be accessible. |
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