Investor Profiler

Pension income is income that comes from a retirement plan. Common examples are defined benefit or defined contribution pension plans, CPP, OAS, drawn income from LIF/RIF plans.

Other income is income that is not from your primary or pension sources. Common examples are rental income, investment income from non-registered plans, insurance income (long-term disability).

Fixed assets are things you own that aren’t very easy to sell reasonably quickly if you need money in an emergency. Common examples are your primary home, rental property, cottage, money and investments in locked-in plans, and your vehicle. Fixed assets are things you own that aren’t very easy to sell reasonably quickly if you need money in an emergency. Common examples are your primary home, rental property, cottage, money and investments in locked-in plans, and your vehicle. Fixed assets are long-term assets that a company has purchased and is using for the production of its goods and services. Fixed assets include property, plant, and equipment (PP&E) and are recorded on the balance sheet.

Liquid assets are things you own that are usually easy to sell reasonably quickly if you need money in an emergency. Common examples are cash, stocks, bonds, mutual funds, & GICs, held in all non-locked-in plan types. Liquid assets are things you own that are usually easy to sell reasonably quickly if you need money in an emergency. Common examples are cash, stocks, bonds, mutual funds, & GICs, held in all non-locked-in plan types. Common examples are cash, stocks, bonds, mutual funds, accounts receivable, and GICs.

Debt is any amount that you owe. Common examples are outstanding balance on your mortgage, credit cards, line of credit, margin accounts, and loans. Debt is any amount that you owe. Common examples are outstanding balance on your mortgage, credit cards, line of credit, margin accounts, and loans. Debt is any amount that you owe. Common examples are outstanding balance on your mortgage, credit cards, line of credit, margin accounts, and loans.

Common examples of fixed monthly costs are income tax, mortgage/rent payments, utilities, property tax, telecommunication bills, ongoing loan payments, childcare services and car payments. Common examples of fixed monthly costs are income tax, mortgage/rent payments, utilities, property tax, telecommunication bills, ongoing loan payments, childcare services and car payments. Common examples are corporate tax, mortgage/lease payments, accounts payable, utilities, payroll, property tax, telecommunication bills, and loan payments.

Common examples of estimated variable monthly costs are discretionary spending such as travel, meals & entertainment, savings, and clothing. Common examples of estimated variable monthly costs are discretionary spending such as travel, meals & entertainment, savings, and clothing. Common examples of variable monthly costs are discretionary spending such as travel, meals & entertainment, office supplies, and marketing costs.