403-209-4049
steele@coveredbysteele.com
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RESOURCES

Financial Planning

Roadmap to Retirement
Sample Retirement Plans
Financial Tools
Additional Advisor Resources
Disclosure
Roadmap to Retirement
Confidential Client Questionnaire (online)
Confidential Client Questionnaire (Downloadable version – Complete and submit via email)
Risk Questionnaire (Downloadable version – Complete and submit via email)

  • RediNest allows you to anonymously enter financial information pertinent to your retirement securely on-line.
  • You will receive immediate confidential feedback on your Retirement Readiness and you do not need to identify yourself.
  • Once complete, you may go one step further and choose to submit and share with me, along with your contact information.
  • We can then discuss the results and make any necessary adjustments to plan for the future.
Sample Retirement Plans
Roadmap to Retirement (Full Report)

Roadmap to Retirement (Retirement Number Report)

Roadmap to Retirement (Summary Report)

Redinest Report

Financial Tools
Household Budget Worksheet

Risk Tolerance Profile

RRSP Tax Savings Calculator

Additional Advisor Resources
       
Disclosure
Disclosure Document

Life Insurance

Guide to Life Insurance for Consumers
Guide to Life Insurance for Consumers
CLHIA Guide to Life Insurance for Consumers

Types of Life Insurance

Insurance Needs Calculator

Helpful Websites

Useful Websites
Financial News
Useful Websites
GetSmarterAboutMoney.ca
Canadian Credit Report
Canada Revenue Agency
Canada Pension Plan
Human Resources and Skills Development Canada
Canada Life & Health Insurance Association Inc. – Glossary of Insurance Terms
Financial News
Bloomberg
Canadian Business
CBC News (Money)
Financial Post
Globe & Mail Report on Business
Globe Investor

Investment & Saving

Investment Account Information
Old Age Security
Canada Pension Plan
Investment Account Information

RRSP (Registered Retirement Savings Plan)

Old Age Security

Information

Application

Canada Pension Plan

Information

Application Form

Senior Tax and Benefit information

Seniors Canada website

Disclaimer

Client details are samples only. Any similarities regarding identity or age to living persons are purely coincidental.

Contact Us

Ken Steele, CLU, CH.F.C
Insurance and Financial Advisor

Suite 230, 1210 – 8 Street SW
Calgary, AB
T2R 1L3

Tel: 403-209-4049 
Email: steele@coveredbysteele.com
Email: info@coveredbysteele.com

About

Based on the principals of honesty, integrity and dedication Ken is committed to his clients, putting their needs first.
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