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Retirement planning


Monaco Major Group, Documents required to help us prepare your retirement projection 
  1. Date of retirement for you and your spouse
  2. QPP amounts for you and your spouse
  3. Work Pension Fund for you and your spouse
  4. Your liquid assets invested for retirement in all financial institutions (RRSP, Cash account, RESPs, TFSAs, etc.)
  5. Inheritance
  6. Your fixed assets (buildings and property income)
  7. Other sources of retirement income (Patents, licenses, etc. ..)
  8. Tax Reports for the two previous years
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