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:

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.

Continue reading Retirement planning in 4 steps

Documents and tools

Guide - Investing to optimize retirement income (French only)

Are you making the most of all the financial instruments available to you?

Consult the guide (pdf - 1 MB)This link will open in a new windowUpdated on 5 February 2016Cette brochure vous expliquera le régime enregistré d’épargne-retraite (REER), le compte d’épargne libre d’impôt (CELI), les placements qui rapportent des intérêts, les placements qui rapportent des gains en capital et les effets d’une réduction du taux d’imposition à la retraite. Investing to optimize retirement income (French only) (pdf - 1 MB)This link will open in a new windowUpdated on 5 February 2016Cette brochure vous expliquera le régime enregistré d’épargne-retraite (REER), le compte d’épargne libre d’impôt (CELI), les placements qui rapportent des intérêts, les placements qui rapportent des gains en capital et les effets d’une réduction du taux d’imposition à la retraite.

Guide - Inflation and Life Expectancy: A Dangerous Combination for Your Retirement? (French only)

When do you expect to retire? How long will your retirement last? If you’re looking for answers to these questions, this brochure is for you!

Consult the guide (pdf - 700 KB)This link will open in a new windowUpdated on 7 September 2016L'inflation et l'espérence de vie : une combinaison dangereuse pour votre retraite? Inflation and Life Expectancy: A Dangerous Combination for Your Retirement? (French only) (pdf - 700 KB)This link will open in a new windowUpdated on 7 September 2016L'inflation et l'espérence de vie : une combinaison dangereuse pour votre retraite?

Guide to Financial Planning for Retirement

This guide includes a new 5-step method you can use to plan for retirement.

Consult the guide (pdf - 3 MB)This link will open in a new windowUpdated on 18 August 2017This is the 2018-2019 edition of the Guide to Financial Planning for Retirement. The partners who make up the Question Retraite group have combined their expertise to make your financial planning for retirement pleasant and uncomplicated.

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 2 May 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 9 May 2013

Calculator - Investor profile

Get an idea of your investor profile and find out which investment products may be suitable for you.

Calculate your investor profile

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

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

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

Calculator - Investor profile

Get an idea of your investor profile and find out which investment products may be suitable for you.

Calculate your investor profile

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.

Continue reading Asking someone to manage your affairs

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

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 17 November 2014