Sophisticated Planning Software

BMO Nesbitt Burns sophisticated planning software

By utilizing this tool your Investment Advisor can create a retirement analysis that is customized to reflect your current circumstances, anticipated savings rate, and investment objectives.

This program takes into account all of your current and future sources of income, including government programs, company pension plans, RRSPs and RRIFs, employment, future assets, and investment/business income, then factors in inflation and current tax rates.

Taking a look at your expected expenses as well as all of your future sources of retirement income allows you to see if there will be a shortfall between the lifestyle you want and your financial ability to maintain it. Your Investment Advisor will then work with you to develop a strategy to help eliminate any shortfalls so you can achieve your retirement goals.