Am I ready
to retire?

You probably have many projects in mind for your retirement. You could achieve these projects with sufficient planning.

List of questions to ask yourself

There are three aspects to retirement planning: finances, physical and mental health, social life and free time. To make the transition to retirement a success, it’s important to find the right balance between these aspects. Now is the time to take stock of where you’re at.

Answer the following questions to see how prepared you are for retirement. At the end of the quiz, you will receive a total score and advice for your specific situation to get you thinking and help you prepare.

My finances

Do I know at what age I want to retire?
Do I know how much to save to meet my needs and maintain my standard of living after retirement?
Do I know what my sources of retirement income will be?
Do I review my budget regularly and make the necessary adjustments?
Do I know where I want to live when I retire (Canada, another country, a house, a condo, a retirement home, etc.) and how that will impact my finances?

My results

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My physical and mental health

Do I plan to increase my daily physical activities?
Will my lifestyle habits keep me healthy?
Do I clearly understand my health, which I regularly monitor?
Have I planned some activities to help me remain intellectually active?
Am I taking care of factors that influence my mental health (ability to enjoy life, stress, resilience, personal accomplishment, etc.)?

My results

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My social life and free time

Do I know what brings me satisfaction (leisure, couple, family, work, social life)?
Have I identified the recreation and leisure activities that will fill up my new free time?
Do I have project goals or dreams that I want to realize after I retire?
Will spending more time at home be a positive experience for me?
Do I have a strong social network?

My results

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Get my results

To get your results, please answer the following two questions and submit the questionnaire. These questions will allow us to establish your profile and make recommendations that match your situation.

What gender are you?
How old are you?

Overall result

Developing and maintaining a healthy balance in various areas of retirement planning will allow you to enjoy and make the most of retirement.

You still have many years left before you retire. It’s normal for you to feel like it’s a long way off and to not think much about it. Set some goals right now for yourself and take concrete steps to reach them.

Your vision of what kind of retirement you want is no doubt clearer at this stage. It is time to take action!

Your retirement is no longer a distant project. Take stock of your situation in greater detail and exercise rigour and discipline to reach your goals.

You have reached retirement age. Now is the time to take care of yourself. It’s not too late to make lifestyle changes.

My finances

Money is one of the greatest challenges of retirement. Taking control of your finances will, among other things, help you smoothly transition from work to retirement. With solid financial health, you also give yourself the means to realize your projects and achieve your dreams for retirement.

Based on your answers to the questions evaluating your degree of readiness with regard to finances in retirement.

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My physical and mental health

Physical and mental health is even more important in retirement, because aging is usually associated with physical and cognitive changes. A healthy and active lifestyle in retirement helps slow down the physical effects of aging and is beneficial to cognitive health. You will get more out of your retirement if your mind and body are healthy!

Based on your answers to the questions evaluating your degree of readiness with regard to health in retirement.

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My social life and free time

Retiring can be unsettling, as you now have lots of free time. Many retirees have to find a new life meaning and find satisfaction elsewhere than through work. The choice of leisure activities plays a major role in the life of retirees, as it allows them to maintain some form of structure and to break out of social isolation. In order to make the most of your retirement, it is important to do some planning in this area.

Based on your answers to the questions evaluating your degree of readiness with regard to your free time in retirement.

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Result

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