conseiller

Michel A. Saleh

Financial security advisor   *
Mutual funds representative   **
514 282-3276 1 866 665-0500, 23276
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Want to know where you're at in terms of planning for your financial security?
Complete this short self-evaluation to learn more about your situation.


Retirement Planning

Totally disagree Somewhat disagree No opinion Somewhat agree Totally agree
1 I have a written plan I can follow to meet my financial objectives and fulfill my goals.
2

I know when my financial situation will allow me to retire and maintain my current standard of living.

3 I am familiar with both government pension plans (provincial and federal) and have a good idea of the benefits to which I will be entitled.
4 To maintain my current standard of living at retirement, I know how much I need to accumulate to round out my pension income.


Financial Security

Totally disagree Somewhat disagree No opinion Somewhat agree Totally agree
5 If I became disabled or seriously ill, I could easily pay all my regular expenses and additional expenses for required care while continuing to contribute to my RRSP, even though my group insurance does not cover my whole salary.
6

If I became seriously ill or disabled or suffered complete loss of autonomy, my family or members of my entourage would take care of me.

7

If I die in the near future, my current coverage—including my group insurance—will be sufficient to allow my family to maintain their current standard of living for a number of years.



Savings and Investment

Totally disagree Somewhat disagree No opinion Somewhat agree Totally agree
8

I know my investor profile, and my savings and investment portfolio has been developed accordingly.

9

I feel like my investments (RRSP, etc.) are in good hands. (Choose 3 if you have no investments.)

10

My current financial advisor takes into consideration all the factors affecting my financial situation before suggesting solutions