1.6 Your Retirement Readiness Score

Your readiness score helps provide a clear picture of how much of your target retirement income you can expect to receive with your current plan.

This is pretty common for your fellow Canadians. Many of our members find themselves with a retirement readiness score below 100%, and that’s okay. That’s why we’re working together.

Consider your current score a starting point – something you can improve and build upon over time.

The good news: If you’ve enrolled in your Common Wealth plan and watched this video up to this point, you likely have more retirement planning knowledge than the average Canadian.

This video helps to explain:

  • How your readiness score is calculated
  • Why initial gaps between your goals and reality are normal
  • Actionable steps to improve your score over time
  • The importance of viewing retirement planning as an ongoing, dynamic process
Book a call with our team for a personalized walkthrough, customized materials, and helpful recommendations on how to bring this solution to your clients and members.

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3.6 Keeping the Long View

Let’s end this module by looking at investment returns. Your investment return is how much your investments grow over time. For example, a 5% return

3.5 Staying the Course

Markets go up and down. In the long run, they’ve delivered solid growth—but in the short term, they can be unpredictable. When markets are volatile—like

3.4 Building a Smart Investment Strategy

Building the habit of consistent saving—and making sure those savings are invested automatically—is powerful. Contributing monthly or every payday not only helps you save more,

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