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IMPLEMENTING YOUR PLAN
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The following report shows the actions recommended by the plan. These are
based on the strategies recommended in the previous sections of this report.
Please remember that your financial situation and assumptions are likely to
change over time. You should review your financial plan at least once a year to
refine your overall plan and its implementation details.
| ACTIVITY
FOR 1999 |
| SAVINGS |
| Asset |
Contributor |
Amount |
Comment |
| Cottage Fund (Joint/Non-Reg.) |
Joint |
$1,141 |
Regular Savings Plan ($95/month) |
| Retirement Fund (Joint/Non-Reg.) |
Joint |
$15,981 |
Regular Savings Plan ($1,332/month) |
| Mutual Fund (Joanne/RRSP) |
Joanne |
$3,600 |
Regular Savings Plan ($300/month) |
| Mutual Funds (James/RRSP) |
James |
$4,200 |
Regular Savings Plan ($350/month) |
| Total |
$24,921 |
| ACTIVITY
FOR 2000 |
| SAVINGS |
| Asset |
Contributor |
Amount |
Comment |
| Cottage Fund (Joint/Non-Reg.) |
Joint |
$1,141 |
Regular Savings Plan ($95/month) |
| Retirement Fund (Joint/Non-Reg.) |
Joint |
$15,981 |
Regular Savings Plan ($1,332/month) |
| Mutual Fund (Joanne/RRSP) |
Joanne |
$3,600 |
Regular Savings Plan ($300/month) |
| Mutual Funds (James/RRSP) |
James |
$4,200 |
Regular Savings Plan ($350/month) |
| Total |
$24,921 |
| ACTIVITY
FOR 2001 |
| SAVINGS |
| Asset |
Contributor |
Amount |
Comment |
| Cottage Fund (Joint/Non-Reg.) |
Joint |
$1,141 |
Regular Savings Plan ($95/month) |
| Retirement Fund (Joint/Non-Reg.) |
Joint |
$15,981 |
Regular Savings Plan ($1,332/month) |
| Mutual Fund (Joanne/RRSP) |
Joanne |
$3,600 |
Regular Savings Plan ($300/month) |
| Mutual Funds (James/RRSP) |
James |
$4,200 |
Regular Savings Plan ($350/month) |
| Total |
$24,921 |
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