Financial Checkpoint

Does your strategy need a tune-up?

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.

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For FERIQUE clients only

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User guide

the APPLICATION can help you answer questions such as:

  • When will I be able to retire?
  • How much money will I have to do what I plan?
  • What kind of travelling can I do?
  • How much do I have to save to pay for my children’s education?
  • Will I have any money left for myself?
  • And much more.

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:

  • Confirm your investor profile and check whether your current asset allocation is optimal for it.
  • Structure your retirement savings and education savings plans.
  • See the impact of every little change in strategy by comparing a main scenario with an alternate one.
  • List your assets and liabilities and display them as a graph.
  • Chart your cash flow.
  • And much more.

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.

contact us

Advisory ServicesFERIQUE Investment Services
Monday to Friday 8 a.m. to 8 p.m.
T 514-788-6485
Toll free 1-800-291-0337
client@ferique.com