Your Progress

  1. Personal
  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 a financial plan and work with a financial planner 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.

Bryce Medd, R.F.P., CFP, TEP
 
Phone : (250) 717 8800
Address : 1014 Glenmore Drive suite 201, Kelowna, V1Y 4P2
Website : www.wealthytortoise.ca