Composite Finance Inc.

GIC's and Financial Planning in Nanaimo & Victoria - Graham Cook CFP, FMA, CIM

Estimate

Data required for Investment & Retirement Plan estimates:

* Means it is a Required field.

*Date of birth for you: mm/dd/yy Date of birth for spouse: mm/dd/yy *Combined investment assets: *Estimate your current asset mix in % just a rough estimate is all that is required.
*Investment Knowledge:
Basic
Average
Better than average
Very knowledgeable
*Select a range of returns you can live with: *Assets & Liabilities: a rough estimate is all that is required
*Desired retirement date for you: mm/dd/yy Desired retirement date for spouse: mm/dd/yy Other goals & objectives:
*CPP & OAS eligibility at retirement:
You full CPP
You partial CPP
Spouse full CPP
Spouse partial CPP
You OAS
Spouse OAS
*Your company pension at retirement: $ per month Spouse's company pension at retirement: $ per month *Current combined income: *You will save each year until retirement: Spouse will save each year till retirement: *Your inflation estimate: *Estimate your age at death: Estimate your spouse's age at death: Other issues: brief description
*My prefered method of contact:
Email
Phone
Fax
*Email address: *Phone number & area code: *Address: *Name(s):

About Your Privacy

2 nd Floor, 20 Townsite Road, Nanaimo, B.C., Canada, V9S 5T7

Call: 1 250 716-5750

Toll Free Fax: 1 866 598-7496

101 - 3960 Quadra Street, Victoria, B.C., Canada, V8X 4A3

Toll Free Phone: 1 888 361-8631

Email: CompositeFinance@telus.net

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