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 a financial plan and work with a financial planner 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.

Karen C. Mason, CFP, CLU, CHS
Phone : (250) 642 0776
Address : P.O. Box 20001, RPO Sooke Centre 6689 Sooke Road, Sooke, V9Z 1L6
Website :