Retirement Planning with Chad Contact Us 1Information2Financials Name(Required) First Last Email(Required) Phone(Required)Single or Couple?(Required) Single Couple Partner Name(Required) First Last Age(Required)Please enter a number from 1 to 120.Partner AgePlease enter a number from 1 to 120.Occupation(Required)Partner Occupation Are you a DIY Investor?(Required) Yes No Are you a business owner?(Required) Yes No What is your number one reason for reaching out?AssetsPlease share your household assetsTotal Amount of Investable Assets(Required)The sum total of your invested assets: this includes TFSAs, RRSPs, Group RRSPs. LIRAs, Non-Registered Investments (ie: direct invested stocks/bonds), Defined Contribution Pension Plans, Real EstateThis field is hidden when viewing the formChoose Your Assets House RRSP TFSA Non-Registered LIRA Corporate Account Pension Other Properties Other House Value100k - 250k250k - 500k500k - 750k750k - 1M1M+TFSA$0 - $25,000$25,000 - $50,000$50,000 - $100,000RRSP$0 - $50,000$50,000 - $150,000$150,000 - $250,000$250,000 - $500,000$500,000 +Non-Registered$0 - $50,000$50,000 - $150,000$150,000 - $250,000$250,000 - $500,000$500,000 +LIRA$0 - $50,000$50,000 - $150,000$150,000 - $250,000$250,000 - $500,000$500,000 +Corporate Account$0 - $50,000$50,000 - $150,000$150,000 - $250,000$250,000 - $500,000$500,000 +Pension$0 - $50,000$50,000 - $150,000$150,000 - $250,000$250,000 - $500,000$500,000 +Other Properties Value100k - 250k250k - 500k500k - 750k750k - 1M1M+Define 'Other'This field is hidden when viewing the formHousehold LiabilitiesPlease share your combined household numbers (if they apply) Mortgage Car Loan Credit Card Line of Credit Other Loans Mortgage100k - 250k250k - 500k500k - 750k750k - 1M1M+Car Loan10k - 25k25k - 50k50k - 100k100k+Credit Card10k - 25k25k - 50k50k - 100k100k+Line of Credit10k - 25k25k - 50k50k - 250k250k+Other Loans10k - 25k25k - 50k50k - 100k100k - 250k250k - 1M1M+Consent(Required) I agree to the privacy policy.EmailThis field is for validation purposes and should be left unchanged.
