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Patrick Leonard
Katie Zhuang

Tel: 780-945-2651
Toll Free: 1800-661-7423
Fax: 780-945-2653

Address
800 Manulife Place
10180 - 101 Street
Edmonton, AB
T5J 3S4
Map

Other Locations

Suite 800 Manulife Place
10180 -101 Street
Edmonton , Alberta
T5J3S4

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.