Tune up your portfolio regularly to make sure that your strategy stays aligned with your investment goals and investor profile.
With our Financial Checkpoint application, you can see where you stand and make projections based on your current investments and saving habits.
Financial Checkpoint is a state-of-the art planning tool is usually reserved for brokers and financial planners, but as a FERIQUE Funds client, you can use it at no extra cost.
HERE ARE SOME OF THE FUNCTIONALITIES OFFERED:
The application takes into account non-registered investments, as well as registered retirement savings plans (RRSP), registered retirement income funds (RRIF), life income funds (LIF), locked-in retirement accounts (LIRA) and registered education savings plans (RESP). It also includes the Quebec Pension Plan (QPP) and Old Age Security (OAS) in your calculations.
Enter your information in complete confidence: the data will be stored securely and you can make changes to it any time.