Are You Prepared for Retirement?
TAKE THE FIRST STEP TOWARDS FINANCIAL CONFIDENCE
Understanding your financial situation can be difficult. With just a few questions we will give you the plan you need to take the next step and have it all.
Step 1: Enter your current financial situation.
Step 2: Compare your results against the average Canadian.
Step 3: Print your report and choose whether you’d like to discuss your results with us.
In three easy steps, we can outline your current financial position and help 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.
Are You Prepared for Retirement? Click Here to find out now!
Please feel free to forward this helpful link to like-minded family, friends & colleagues that may have questions about whether they are prepared for retirement.

The Mundi Team
#222, 9223 - 28 Avenue NW
Edmonton,AB, T6N 1N1
Phone:780.328.2562
Fax: 780.328.2568
E-mail: Info@PersonalizedWealth.com
Web: http://www.personalizedwealth.com
#222, 9223 - 28 Avenue NW
Edmonton,AB, T6N 1N1
Phone:780.328.2562
Fax: 780.328.2568
E-mail: Info@PersonalizedWealth.com
Web: http://www.personalizedwealth.com
