Desjardins – Allocation simulator

Investment

Details about the investment

Investment amount

Investment start date (yyyy-mm-dd)

Term

3 years

5 years

Registered plan

RRIF

LIF (Quebec)

RRIF: Registered Retirement Income Fund
LIF: Life Income Fund

Client's date of birth (yyyy-mm-dd)

To optimize your client’s investment, allocate funds between the two products below.

Guarantee Advantage

Provides an attractive return potential.

Redeemable term investment

Allows withdrawals to generate a steady retirement income.

Rate for X years (%)

Rate in effect

Target retirement income

First withdrawal date (yyyy-mm-dd)

Withdrawals

monthly

yearly

Withdrawals amount $

Minimum

Maximum

Results

Investment allocation

Redeemable term investment

00 000 $ / 00 %

Guarantee Advantage

00 000 $ / 00 %

Investment simulation over 0 years

Redeemable term investment

Initial deposit	00 000 $
Interest	0 000 $
Total withdrawals	00 000 $

Guarantee Advantage – Basket of securities

Initial deposit	00 000 $
Return Guaranteed minimum Potential maximum	0 000 $ 0 000 $
Final value Guaranteed minimum Potential maximum	00 000 $ 00 000 $

Withdrawal details Redeemable term investment

Date	Withdrawals	Term investment balance
April 2, 2015	0 000 $	00 000 $
April 2, 2015	0 000 $	00 000 $
April 2, 2015	0 000 $	00 000 $
April 2, 2015	0 000 $	00 000 $
April 2, 2015	0 000 $	00 000 $

                                Higher return potential
                                thanks to Guarantee Advantage
                            Combined annual return over 0 years

                                            Term investment
                                            without Guarantee Advantage
                                        
Fixed: 00 %

                                            Term investment
                                            combined with Guarantee Advantage
                                        
Max. : 00 %
Min. : 00 %

Allocation simulator – RRIF/LIF income

Loading campaign

Investment

Details about the investment

Investment amount

Investment start date (yyyy-mm-dd)

Term

Registered plan

Client's date of birth (yyyy-mm-dd)

Guarantee Advantage

Redeemable term investment

Rate for X years (%)

Target retirement income

First withdrawal date (yyyy-mm-dd)

Withdrawals

Results

Investment allocation

Investment simulation over 0 years

Redeemable term investment

Guarantee Advantage – Basket of securities

Withdrawal details Redeemable term investment

Higher return potential thanks to Guarantee Advantage

Investment

Details about the investment

Investment amount

Investment start date (yyyy-mm-dd)

Term

Registered plan Show tooltip

Client's date of birth (yyyy-mm-dd)

Guarantee Advantage

Basket of securities

Return zone at maturity Show tooltip

Redeemable term investment

Rate for X years (%)

Target retirement income

First withdrawal date (yyyy-mm-dd)

Withdrawals

Results

Investment allocation

Investment simulation over 0 years

Redeemable term investment

Guarantee Advantage – Basket of securities

Withdrawal details Redeemable term investment

Higher return potential thanks to Guarantee Advantage

Warning!

Registered plan

Return zone at maturity