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Your Situation
Pre-Retirees & Retirees
Business Owner-Manager
Corporate Executive
Accounting Professionals
Health Care Professional
Multi-Generational Business Shareholder
Windfall Recipient
Sports And Entertainment Professional
Services
Financial Planning
Investment Management
Portfolio Review
Individual Pension Plan
EIM Partners Fund
About
About Us
Our Fees & Process
Our Team
Careers
Our YouTube Channel
Clients
Client Area
EIM Partners Fund
Knowledge Library
Tools
Book a Consultation
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Name
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First
Email
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What City Are You Located In?
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City
Age
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Are you retired?
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Select
Yes
No
Martial Status
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Married
Common Law
Single
Gender
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Select
Male
Female
What is your annual income?
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Other Income
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Lifestyle Needs - Monthly Required Income
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Expected amount of monthly pension income?
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Monthly CPP/QPP and OAS
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RRSP Assets
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Estimate market value ($)
Locked-In / Define Contribution Savings Plan
(Required)
Estimate market value ($)
Taxable Investments (Stocks and or Bonds)
(Required)
Estimate market value ($)
TFSA
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Estimate market value ($)
Principal Residence
(Required)
Estimate market value ($)
Secondary Residence
(Required)
Estimate market value ($)
Real Estate Investments
(Required)
Estimate market value ($)
Outstanding Mortgage Principal Residence
(Required)
Estimated Amount ($)
Outstanding Mortgage Secondary Residence
(Required)
Estimate market value ($)
Outstanding Mortgage Real Estate Investments
(Required)
Estimate market value ($)
Additional Debts
(Required)
Estimate market value ($)