Municipal investment plan презентация
Содержание
- 2. Agenda
- 3. Saving For Retirement
- 4. Where Retirees Get Their Income
- 5. How much do you need for retirement? Canadians need 65% to
- 6. What? Me Save?
- 7. Retirement savings worksheet Hardcopy or online
- 8. Making the most of your plan
- 9. Relationships
- 10. Benefits Ease of payroll deduction Immediate tax savings (RRSP)
- 11. Tax benefits of payroll deductions
- 13. Lower Fees Make a Big Difference
- 14. Non-registered (Savings Plan) Useful for employees with no RRSP room No
- 15. Spousal RRSP You make the contributions You receive the tax deduction
- 16. RRSP Spousal Account = Income Splitting Reasons for spousal account Your
- 17. Things you should know…. Lump Sum Contributions and Transfers In Allowed
- 18. Ways to Contribute Payroll deduction (if municipality opts in) Lump sum
- 19. Developing Your Investment Strategy
- 20. Investment Types (Asset Classes) Equities (Stocks) Ownership in company Share in
- 21. Growth of $1 (1960 - 2003)
- 22. The Cycle of Market Emotions
- 23. Timing the Market
- 24. Passive / Market Oriented
- 25. Value / Long Term Oriented
- 26. Growth Oriented
- 27. Specialty Funds
- 28. Russell Lifepoints Funds
- 30. Investment Risk Questionnaire
- 31. Choosing and Monitoring your investments
- 32. So, how do you choose? Completely hands-on Create your own asset
- 33. Monitor Your Investments Revisit your strategy periodically Will change over time
- 34. Stay Informed – Personal Statements Semi-Annual Easy to read Personal rates
- 35. Account Access Tools Customer Care Centre 1-866-733-8613 Account balances Rates of
- 36. Your Next Steps Complete the Investor Risk Profile - What? Me
- 37. Questions?
- 38. Скачать презентацию
![](/documents_3/746239c4048ad80981a08074f3604088/img0.jpg)
![Agenda Agenda](/documents_3/746239c4048ad80981a08074f3604088/img1.jpg)
![Saving For Retirement Saving For Retirement](/documents_3/746239c4048ad80981a08074f3604088/img2.jpg)
![Where Retirees Get Their Income Where Retirees Get Their Income](/documents_3/746239c4048ad80981a08074f3604088/img3.jpg)
![How much do you need for retirement?
Canadians need 65% to How much do you need for retirement?
Canadians need 65% to](/documents_3/746239c4048ad80981a08074f3604088/img4.jpg)
![What? Me Save? What? Me Save?](/documents_3/746239c4048ad80981a08074f3604088/img5.jpg)
![Retirement savings worksheet
Hardcopy or online Retirement savings worksheet
Hardcopy or online](/documents_3/746239c4048ad80981a08074f3604088/img6.jpg)
![Making the most of your plan Making the most of your plan](/documents_3/746239c4048ad80981a08074f3604088/img7.jpg)
![Relationships Relationships](/documents_3/746239c4048ad80981a08074f3604088/img8.jpg)
![Benefits
Ease of payroll deduction
Immediate tax savings (RRSP)
Benefits
Ease of payroll deduction
Immediate tax savings (RRSP)](/documents_3/746239c4048ad80981a08074f3604088/img9.jpg)
![Tax benefits of payroll deductions Tax benefits of payroll deductions](/documents_3/746239c4048ad80981a08074f3604088/img10.jpg)
![](/documents_3/746239c4048ad80981a08074f3604088/img11.jpg)
![Lower Fees Make a Big Difference Lower Fees Make a Big Difference](/documents_3/746239c4048ad80981a08074f3604088/img12.jpg)
![Non-registered (Savings Plan)
Useful for employees with no RRSP room
Non-registered (Savings Plan)
Useful for employees with no RRSP room](/documents_3/746239c4048ad80981a08074f3604088/img13.jpg)
![Spousal RRSP
You make the contributions
You receive the tax deduction
Spousal RRSP
You make the contributions
You receive the tax deduction](/documents_3/746239c4048ad80981a08074f3604088/img14.jpg)
![RRSP Spousal Account = Income Splitting
Reasons for spousal account
Your RRSP Spousal Account = Income Splitting
Reasons for spousal account
Your](/documents_3/746239c4048ad80981a08074f3604088/img15.jpg)
![Things you should know….
Lump Sum Contributions and Transfers In Allowed
Things you should know….
Lump Sum Contributions and Transfers In Allowed](/documents_3/746239c4048ad80981a08074f3604088/img16.jpg)
![Ways to Contribute
Payroll deduction (if municipality opts in)
Lump sum Ways to Contribute
Payroll deduction (if municipality opts in)
Lump sum](/documents_3/746239c4048ad80981a08074f3604088/img17.jpg)
![Developing Your Investment Strategy Developing Your Investment Strategy](/documents_3/746239c4048ad80981a08074f3604088/img18.jpg)
![Investment Types (Asset Classes)
Equities (Stocks)
Ownership in company
Share Investment Types (Asset Classes)
Equities (Stocks)
Ownership in company
Share](/documents_3/746239c4048ad80981a08074f3604088/img19.jpg)
![Growth of $1 (1960 - 2003) Growth of $1 (1960 - 2003)](/documents_3/746239c4048ad80981a08074f3604088/img20.jpg)
![The Cycle of Market Emotions The Cycle of Market Emotions](/documents_3/746239c4048ad80981a08074f3604088/img21.jpg)
![Timing the Market Timing the Market](/documents_3/746239c4048ad80981a08074f3604088/img22.jpg)
![Passive / Market Oriented Passive / Market Oriented](/documents_3/746239c4048ad80981a08074f3604088/img23.jpg)
![Value / Long Term Oriented Value / Long Term Oriented](/documents_3/746239c4048ad80981a08074f3604088/img24.jpg)
![Growth Oriented Growth Oriented](/documents_3/746239c4048ad80981a08074f3604088/img25.jpg)
![Specialty Funds Specialty Funds](/documents_3/746239c4048ad80981a08074f3604088/img26.jpg)
![Russell Lifepoints Funds Russell Lifepoints Funds](/documents_3/746239c4048ad80981a08074f3604088/img27.jpg)
![](/documents_3/746239c4048ad80981a08074f3604088/img28.jpg)
![Investment Risk Questionnaire Investment Risk Questionnaire](/documents_3/746239c4048ad80981a08074f3604088/img29.jpg)
![Choosing and Monitoring your investments Choosing and Monitoring your investments](/documents_3/746239c4048ad80981a08074f3604088/img30.jpg)
![So, how do you choose?
Completely hands-on
Create your own asset So, how do you choose?
Completely hands-on
Create your own asset](/documents_3/746239c4048ad80981a08074f3604088/img31.jpg)
![Monitor Your Investments
Revisit your strategy periodically
Will change over time
Monitor Your Investments
Revisit your strategy periodically
Will change over time](/documents_3/746239c4048ad80981a08074f3604088/img32.jpg)
![Stay Informed – Personal Statements
Semi-Annual
Easy to read
Personal rates Stay Informed – Personal Statements
Semi-Annual
Easy to read
Personal rates](/documents_3/746239c4048ad80981a08074f3604088/img33.jpg)
![Account Access Tools
Customer Care Centre
1-866-733-8613
Account balances
Rates of Account Access Tools
Customer Care Centre
1-866-733-8613
Account balances
Rates of](/documents_3/746239c4048ad80981a08074f3604088/img34.jpg)
![Your Next Steps
Complete the Investor Risk Profile - What? Me Your Next Steps
Complete the Investor Risk Profile - What? Me](/documents_3/746239c4048ad80981a08074f3604088/img35.jpg)
![Questions? Questions?](/documents_3/746239c4048ad80981a08074f3604088/img36.jpg)
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