Financial Planning Questionnaire

The purpose of this questionnaire is to help measure your confidence that your retirement plan is on track. It also identify areas that could be improved and provides us with a basic framework to give you the best advice possible.

Press submit below so that we can contact you and discuss strategies that will help your situation. We will also provide you with a consolidated summary of the results to use in comparison with your own.

This information will remain confidential and is a vital first step in laying the framework for your personal financial plan.

Do you have a personal financial plan in place? *
Do you know what amount of investment assets you need to retire comfortably? *
Do you have an approximate goal of what your after-tax retirement income needs to be? *
Does your employer provide you with a pension plan? *
Do you know your approximate annual household expenses? *
Have you assigned yearly savings and contribution targets? *
Have you determined reasonable investment return benchmarks? *
Do you make contributions to your investment accounts consistent with your plan? *
Are your investment returns consistent with your financial plan? *
Are you satisfied with your current investment discipline? *
How often do you check your investments? *
Is your investment strategy tax-effective? *
Are you currently using an income splitting strategy? *
Are you tax-effectively funding your children's education? *
Do you have a current Will that accurately reflects your wishes? *
Have you considered the use of trusts? *
When was the last time you reviewed your insurance needs? *
Are you comfortable that your family would have sufficient income if the primary earner unexpectedly became disabled or passed away? *
Do you feel your advisor understands your situation and works in your best interest? *
Do you recieve sufficient reporting and communication about your investments? *
How do you feel about the advice you have been getting? *
*Required fields


Our Company

 

THE POWER OF RICHARDSON GMP
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  • $14.7 billion client funds in Assets Under Administration as of December 31st, 2012.

 

  • Richardson GMP is the result of the merger of two highly regarded companies. The Richardson name is one with a legacy that dates back to the early 1800s and brings a reputation for being one of the most respected names in financial services. GMP Capital Inc. is a proven leader in Canadian capital markets, best known for its innovation and service excellence.
 
  • Today, Richardson GMP is Canada’s leading edge, independent wealth management firm focused on serving the needs of Canada’s most successful families and entrepreneurs. We look forward to helping you live life. On your terms.
 
  • The company is a Canadian Controlled Private Company owned by three groups: James Richardson & Sons, GMP Capital inc, and the Partners (Investment Advisors) themselves. This structure allows the partners who manage client money to work in a co-operative culture that promotes solutions, creativity and products best suited for clients.