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  2. Income
  3. Assets
  4. Review
  5. Finish

Calculate Your Retirement Potential

Understanding your financial situation can be difficult. With just a few questions you can calculate your current financial position and identify your top priorities. Research shows that people who have documented financial goals and work with a financial professional are:

  • Confident in achieving financial goals and handling unexpected changes.
  • More likely to feel on track with financial affairs.
  • Successful at sticking to financial strategies.
  • More likely to have higher levels of emotional, financial and overall contentment.

Bold Kere, B.A.Sc, PFP, CFDS, CKA
 
Title : Financial Advisor
Phone : (613) 800 0520
Address : 251 Laurier West Suite 900, Ottawa, K1P 5J6
Website : www.boldcare.ca

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