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 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.

Ross Sexsmith, CFP, CLU, CHS
Phone : (250) 262 7106
Address : #205 10422 Alaska Rd, Fort St John, V1J 1B3

By using this application, you are agreeing to the Terms of Use and Privacy Policy