Retirement
Where are you in your retirement planning?
To help you prepare or review your retirement planning strategy, choose the situation that most closely matches yours:
I’m planning for my retirement
What will you do when you retire? How much will it cost? Will you have enough money? Use our 4-step approach and tools to make sure you’re financially ready for retirement.
Retirement planning in 4 steps
Learn a 4-step approach to retirement planning.
Documents and tools
Guide to Financial Planning for Retirement
This guide includes a new 5-step method you can use to plan for retirement.
Calculator - How much will you accumulate in your Voluntary Retirement Savings Plan (VRSP)?
The answer depends on your personal situation. How much do you have in savings? What standard of living do you want to have in retirement?
Calculate How much will you accumulate in your Voluntary Retirement Savings Plan (VRSP) (pdf - 17 KB)
This link will open in a new windowUpdated on May 2, 2013
Calculator - Le rendement, c'est important! (in French only)
An increase of just a few percentage points in the return on your investments can make a big difference in the amount you accumulate. Complete this exercise to find out how!
Calculate the return on your investments (available in French only) (pdf - 233 KB)This link will open in a new windowUpdated on May 9, 2013
Calculator - Investor profile
Get an idea of your investor profile and find out which investment products may be suitable for you.
I’m nearing retirement
Are your important documents in order? They contain information that is important if you want to be ready for retirement. Take a look at them. Organize and file them.
Asking someone to manage your affairs
![[Translate to English:] Planifier la gestion de ses affaires par une autre personne](/fileadmin/lautorite/medias/images/grand-public/finances-personnelles/inaptitude-01.jpg)
Who will manage your personal finances if you suffer a loss in cognitive abilities?
Continue reading who will manage your personal finances if you suffer a loss in cognitive abilities?
7 documents you’ll need as you approach retirement
![[Translate to English:] 7 documents incontournables à l’approche de la retraite](/fileadmin/lautorite/medias/images/grand-public/Retraite/7-documents-retraite.jpg)
Are you nearing retirement? Now’s a good time to organize and file your important financial documents.
Continue reading Now’s a good time to organize and file your important financial documents.
Documents and tools
GUIDE - RED-FLAGGING FINANCIAL FRAUD
Use this 5-step guide to detect possible fraud and avoid a lot of headaches.
Consult the guide (pdf - 995 KB)This link will open in a new windowUpdated on June 17, 2022 Red-flagging financial fraud (pdf - 995 KB)This link will open in a new windowUpdated on June 17, 2022
Calculator - Investor profile
Get an idea of your investor profile and find out which investment products may be suitable for you.
I’m retired
A number of unforeseen events could affect your finances and your habits. Would you be able to cope with a loss in cognitive abilities? Have you prepared a protection mandate? A power of attorney? Where should you begin?
Asking someone to manage your affairs
Have you always carefully managed your affairs and finances? Make sure that continues to be the case.
Preventing financial fraud targeting older adults
Older adults may be targeted by fraudsters. Learn about the three most common types of fraud and how to avoid them.
Continue reading Preventing financial fraud targeting older adults
Age-related cognitive decline
Sound financial management involves planning for the worst. The time to plan is when everything is going well. Here are some ideas and questions to help you focus discussions with your friends and family members.
Continue reading about age-related cognitive decline
Documents and tools
GUIDE - RED-FLAGGING FINANCIAL FRAUD
Use this 5-step guide to detect possible fraud and avoid a lot of headaches.
Consult the guide (pdf - 995 KB)This link will open in a new windowUpdated on June 17, 2022Red-flagging financial fraud (pdf - 995 KB)This link will open in a new windowUpdated on June 17, 2022
SAMPLE POWER OF ATTORNEY AND EXPLANATORY NOTE
Entrusting someone else with the management of your property is a major decision.
View the sample (pdf - 180 KB)This link will open in a new windowUpdated on November 17, 2014