We've developed the following checklist to help you because we know there are many details involved in planning for your retirement. Answer either "Yes" or "Not Yet" to the following questions.

Please complete the checklist below.

Am I doing all that I can today? Yes Not Yet
I have a retirement plan that will allow me to meet my goals.
I review my plan annually.
I consult with an advisor about my RRSP investments.
I know how much income I will need for my retirement.
I know what sources of income I will have in my retirement.

Am I investing for maximum potential returns? Yes Not Yet
My portfolio includes a balanced mix of different investments.
I have used all of my RRSP contribution room.
I invest on a monthly basis.
I have an idea of the approximate rate of return on my total RRSP portfolio.

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