1Personal Info
2Pre-Retirement
3Post-Retirement
4Summary
5Suggestions

Personal Information

Information About You

Age Today	Age At Retirement	Years After Retirement

Gender	Province	Years In Canada

Family Status

Family Information

Information About Your Partner

Age Today	Age At Retirement	Years After Retirement

Gender	Province	Years In Canada

Information About Your Children

Age Today	Contributing Years	RESP Beneficiary	Monthly Amount
			$ .00
			$ .00
			$ .00
			$ .00

Income & Expenses Before Retirement

INCOME

EARNED INCOME
Gross Salary (You)	$
Gross Salary (Your Partner)	$
Rental Income 1	$
Rental Income 2	$
Rental Income 3	$
Rental Income 4	$
TOTAL/YEAR:

EXPENSES

HOUSING COSTS
Rent	$
Real Estate Taxes	$
Home Insurance	$
Condo Fees	$
Other Costs	$
Other Fees	$
TOTAL/YEAR:

UNEARNED INCOME
Dividends	$
Partnerships	$
Interests	$
Passive Income 1	$
Passive Income 2	$
Passive Income 2	$
TOTAL/YEAR:

PERSONAL COSTS
Clothes	$
Personal Care	$
Auto Expenses	$
Auto Insurance	$
Public Transport	$
Other Expenses	$
TOTAL/YEAR:

DAILY LIVING
Groceries	$
Entertainment	$
Technology	$
Utilities	$
Cell Phone	$
Other Expenses	$
TOTAL/YEAR:

MEDICAL COSTS
Prescriptions	$
Medical Insurance	$
Other Expenses	$
TOTAL/YEAR:

OTHER COSTS
Travel	$
Other 1	$
Other 2	$
Other 3	$
Other 4	$
Other 5	$
TOTAL/YEAR:

TAXES
	Effective Rate	Marginal Rate
Annual Tax
TOTAL/YEAR:

Investments and Savings

REGISTERED ACCOUNTS

STARTING BALANCE
GICs	$ .00
Stocks	$ .00
Bonds	$ .00
Mutual Funds	$ .00
Cash	$ .00
Other	$ .00
TOTAL:

NON-REGISTERED ACCOUNTS

STARTING BALANCE
GICs	$ .00
Stocks	$ .00
Bonds	$ .00
Mutual Funds	$ .00
Cash	$ .00
Other	$ .00
TOTAL:

CONTRIBUTIONS
GICs	$
Stocks	$
Bonds	$
Mutual Funds	$
Cash	$
Other	$
TOTAL/YEAR:

CONTRIBUTIONS
GICs	$
Stocks	$
Bonds	$
Mutual Funds	$
Cash	$
Other	$
TOTAL/YEAR:

Debts and Mortgages

HOUSEHOLD DEBT

MORTGAGES AND SHORT-TERM DEBT
	Balance	Rate	Years	Monthly Expense	Monthly Extra Pay	Yearly Expense
Mortgage 1	$ .00	%		$ .00	$ .00
Mortgage 2	$ .00	%		$ .00	$ .00
Mortgage 3	$ .00	%		$ .00	$ .00
Credit Card 1	$ .00	%		$ .00	$ .00
Credit Card 2	$ .00	%		$ .00	$ .00
Credit Card 3	$ .00	%		$ .00	$ .00
Debt 1	$ .00	%		$ .00	$ .00
Debt 2	$ .00	%		$ .00	$ .00
Debt 3	$ .00	%		$ .00	$ .00
TOTAL/YEAR:

Assets and Inheritance

ASSETS

CURRENT VALUE
Real Estate	$ .00
Farm Real Estate	$ .00
Business Partnerships	$ .00
Corporations	$ .00
Other Business Assets	$ .00
Other Assets	$ .00
TOTAL:

INHERITANCE

CURRENT VALUE
Real Estate	$ .00
Farm Real Estate	$ .00
Partnerships	$ .00
Corporations	$ .00
Investments	$ .00
Cash & Savings	$ .00
TOTAL:

SUMMARY
Income Before Retirement Net Possible Savings Expenses Before Retirement

Income & Expenses After Retirement

INCOME

EARNED INCOME
Rental Income 1	$
Rental Income 2	$
Rental Income 3	$
Rental Income 4	$
TOTAL/YEAR:

EXPENSES

HOUSING COSTS
Mortgage or Rent	$
Real Estate Taxes	$
Home Insurance	$
Condo Fees	$
Other Costs	$
Other Fees	$
TOTAL/YEAR:

UNEARNED INCOME
Dividends	$
Partnerships	$
Interests	$
Passive Income 1	$
Passive Income 2	$
Passive Income 2	$
TOTAL/YEAR:

PERSONAL COSTS
Clothes	$
Personal Care	$
Auto Expenses	$
Auto Insurance	$
Public Transport	$
Other Expenses	$
TOTAL/YEAR:

PART-TIME EMPLOYMENT
	Work Yrs \| Hrs/Wk \| $/Hr
Job 1 (You)	$ .00
Job 1 (Partner)	$ .00
Job 2 (You)	$ .00
Job 2 (Partner)	$ .00
TOTAL/YEAR:

DAILY LIVING
Groceries	$
Entertainment	$
Technology	$
Utilities	$
Cell Phone	$
Other Expenses	$
TOTAL/YEAR:

GOVERNMENT BENEFITS
	Max Ben / Month	Ben %
OAS (You)	$ .00	%
OAS (Partner)	$ .00	%
CPP/QPP (You)	$ .00	%
CPP/QPP (Partner)	$ .00	%
TOTAL/YEAR:

MEDICAL COSTS
Prescriptions	$
Medical Insurance	$
Other Expenses	$
TOTAL/YEAR:

PENSION PLANS
	Max Ben / Month	Ben %
Company 1 (You)	$ .00	%
Comp 1 (Partner)	$ .00	%
Company 2 (You)	$ .00	%
Comp 2 (Partner)	$ .00	%
TOTAL/YEAR:

OTHER COSTS
Travel	$
Other 1	$
Other 2	$
Other 3	$
Other 4	$
Other 5	$
TOTAL/YEAR:

TAXES
	Effective Rate	Marginal Rate
Annual Tax
TOTAL/YEAR:

SUMMARY
Income After Retirement Net Savings Expenses After Retirement

Your Retirement Summary

Retirement Prognosis:			Score
			0

	Videntur	Questions?
	Investment	A Videntur Advisor is ready to help you today.
	Partners	(438) 800-0708

Suggestions for Your Retirement

Improve your retirement

Retire at years old.	Work part-time for an extra years.	Spend $ less after retirement.

Ask for a % raise today.	Invest $ of your savings in stocks.	Spend $ less before retirement.

	Videntur	Questions?
	Investment	A Videntur Advisor is ready to help you today.
	Partners	(438) 800-0708