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RRSPs and Retirement

Page One

1. At what age did you retire?
2. Which investments did you use to accumulate your retirement income? Choose all that apply.
3. Using the sliding button, please indicate approximately what percentage of your retirement income comes from the following sources:
0
50%
100%
Canada Pension Plan and Old Age Security
Company pension plan
RRSPs and other personal savings
Other investments
Other sources
4. Did your retirement savings decline as a result of the 2008 financial crisis?
5. Has the performance of your retirement investments caused you to return to work in retirement?
6. How reliant are you on the equity in your home to fund your retirement?
7. How are you investing your retirement savings? Please indicate what percentage of your savings falls into each of the following categories:
0
50%
100%
Cash
GICs
Bonds
Mutual funds
ETFs
Stocks
Other
8. How does the equity portion of your portfolio compare to before the 2008 financial crisis?
9. Compared to your final working years, how much of your pre-retirement income do you require for daily living expenses?
0
50%
100%
10. Are there any expenses in retirement that you were not prepared for? Click all that apply.
11. How satisfied are you with your retirement income and standard of living?
12. Are you subject to the Old Age Security clawback?
13. Do you have a financial advisor?
14. If you have or had a financial advisor, how satisfied are you with the retirement advice you received?
16. What is your age? *This question is required.
17. What is your gender? *This question is required.
18. What is your household income? *This question is required.
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