I do not have enough knowledge of the retirement options & products on the market.

It is hard to tell how outside factors, like the market and inflation, will affect investments over the long term.

The cost of living is so high these days that it is difficult to put aside a substantial amount for the future.

I know I should learn more about it, but I find financial planning to be such a boring topic!

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Absolutely! You need financial goals that you can refer to and make sure you’re on track.

I don’t need to write anything down - it is all in my head and I can access that info any time.

Um...Retirement plan?

I have a plan, but not on paper. How can I get one of those?

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Cold fear running up the back of my spine.

I can feel my eyes glazing over.

The warm feeling that comes from being well prepared.

I’m not planning to retire – ever!

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I don’t invest.

Absolutely! No pain, no gain!

No way! I like safe investments with guarantees.

Sometimes. I consider myself to be a moderate investor.

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I started young (in my 20s) and stay on top of it. I want a life of luxury in my golden years!

I was a late starter, but with the help of good planning, I should have enough income as I age.

Retirement? Forget about it, I will be working until I am 90!

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Contributing monthly to my RRSP and then forgetting about it.

Reviewing all possible options with my advisor and reassessing every few years.

I really want to start a plan, but I don’t have the extra money to put away right now.

Something you worry about when you’re older.

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Yes

No

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Learning to invest

Creating personal budgets

Developing a comprehensive financial plan

Developing a relationship with a trusted financial advisor

Managing debt

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