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Retirement Readiness Assessment
This quick assessment takes about 1–2 minutes. There are no right or wrong answers.
The goal is to understand whether professional retirement planning could materially improve your outcome.
What best describes your age range?
*
What best describes your age range?
A
Under 50
B
50–54
C
55–64
D
65+
What best describes your retirement status?
*
What best describes your retirement status?
A
Retired
B
Planning to retire within 5 years
C
Planning to retire in 5–10 years
D
Unsure / still thinking about it
Which best describes how your savings are currently structured?
*
Which best describes how your savings are currently structured?
A
RRSPs and/or RRIFs
B
Defined benefit pension
C
Combination of pension and investments
D
Mostly non-registered savings
E
Not sure
How confident do you feel about your retirement income plan?
*
How confident do you feel about your retirement income plan?
A
Very confident
B
Somewhat confident
C
Not confident
D
I don’t really have a plan
What is your biggest concern about retirement right now?
*
What is your biggest concern about retirement right now?
A
Running out of money
B
Paying too much tax
C
CPP / OAS decisions
D
Market volatility
E
Coordinating everything
F
Not sure where to start
Have you worked with a financial planner before?
*
Have you worked with a financial planner before?
A
Yes, ongoing relationship
B
Yes, in the past
C
No, never
D
I currently manage things myself
See My Results