Customizing Reports: Shortcodes

Company owners can customize the report templates for all the financial advisors within the company. This helps ensure consistency between advisors. It also helps ensure that the company’s specific “voice” and “tone” is used within the reports.

To customize the report templates, company owners have the option of adding “shortcodes”. These shortcodes will automatically pull information from the client’s financial plan and embed the value within the report. This makes it very quick & easy to customize the report to a client’s specific situation.

When an advisor is in a clients account, and they go to the Reports section, either in the Foundation phase or in the Planning phase, they can pull in the report presets automatically and all of the shortcodes will be automatically filled in with specific information from the client’s account.

We’ve listed the current shortcodes below. These can be used by company owners when they log into their Planner Portal and go to Report Presets. In the picture below you can see the shortcode for {{FristNamePrimary}}, this will automatically fill in the first name of the client in the report.

This list reflects the current shortcodes available. If you have additional shortcodes you would like to see added to the platform please email support@adviice.ca.

When adding shortcodes they must begin with {{ and end with }}

Plan Constants = Plan Constants are set each year by Adviice

{{ConstantOASClawbackThreshold}} = Current Year OAS Clawback Threshold

{{ConstantOASClawbackThresholdExample}} = 2024 Example: $92,997 then OAS would be reduced by $300 ($92,997 - $90,997 = $2,000 x 15% = $300)

{{ConstantFederalGuaranteedIncomeSupplementGISIndividualBenefitAmount}} = Current Year GIS Individual Benefit Amount

{{ConstantFederalGuaranteedIncomeSupplementGISCoupleTwoOASPensionsBenefitAmount}} = Current Year GIS Couple w/ Two OAS Pension Amount

{{ConstantFederalGuaranteedIncomeSupplementGISCoupleOneOASPensionPlusAllowanceBenefitAmount}} = Current Year GIS Couple w/ One OAS Pension Amount

{{ConstantCPPMaximumAnnualPensionableEarningsFirstThreshold}} = Current Year YMPE

General Information

{{CurrentYear}} = Current Year

{{TodaysDate}} = Today's Date

{{PlannerFirstName}} = Planner First Name

{{PlannerLastName}} = Planner Last Name

Personal Information = Data is pulled from Profile Section

{{Province}} = Province of Client

{{Child1Age}} = Child's Age

{{Child2Age}} = Child's Age

{{Child3Age}} = Child's Age

{{Child4Age}} = Child's Age

{{Child5Age}} = Child's Age

{{FutureChild1DoB}} = Future Child Date of Birth

{{FutureChild2DoB}} = Future Child Date of Birth

{{FutureChild3DoB}} = Future Child Date of Birth

{{FutureChild4DoB}} = Future Child Date of Birth

{{FutureChild5DoB}} = Future Child Date of Birth

{{FirstNamePrimary}} = Primary Client's First Name

{{CurrentPrimaryAge}} = Primary Client's Current Age

{{EndOfYearPrimaryAge}} = Primary Client's End of Year Age

{{DateOfBirthPrimary}} = Primary Client's Date of Birth

{{CitizenshipPrimary}} = Primary Client's Citzenship

{{FirstNameSecondary}} = Secondary Client's First Name

{{CurrentSecondaryAge}} = Secondary Client's Current Age

{{EndOfYearSecondaryAge}} = Secondary Client's End of Year Age

{{DateOfBirthSecondary}} = Secondary Client's Date of Birth

{{CitizenshipSecondary}} = Secondary Client's Citzenship

Goals = Data is pulled from Goals Section

{{GoalsAndValuesWhyDoYouWantToWorkWithUs}} = Platform Answer for Question: Why Do You Want to Work With Us

{{GoalsAndValuesSatisfiedWithCareerPersonalRelationshipsAndFinancialSituation}} = Platform Answer for Question: Are You Satisfied With Your Career/Personal Relationships/Financial Situation

{{GoalsAndValuesIfMoneyWasNotAnObjectWhatWouldYouDoWithYourLife}} = Platform Answer for Question: If Money Was Not an Object

{{GoalsAndValuesWhatIfAnythingKeepsYouUpAtNight}} = Platform Answer for Question: What if Anything Keeps You Up At Night

{{GoalsAndValuesWhatAreYourBeliefsAroundMoney}} = Platform Answer for Question: What Are Your Beliefs About Money?

{{GoalsAndValuesSatisfiedWithMoneyYouHave}} = Platform Answer for Question: Are You Satisfied With the Amount of Money You Have?

{{GoalsAndValuesWhatAreasOfYourLifeAreYouNotWillingToSacrificeOrAreNonNegotiable}} = Platform Answer for Question: What Areas of Your Life are You Not Willing to Sacrifice?

{{GoalsAndValuesWhatAreYourMostImportantFinancialGoals}} = Platform Answer for Question: What Are Your Most Important Financial Goals

{{GoalsAndValuesIsThereAParticularFinancialIssueYouWouldLikeToLearnMoreAbout}} = Platform Answer for Question: Is There a Particular Financial Issue You Would Like to Learn More About

{{GoalsAndValuesDoYouExpectAnyMajorChangesInYourFinancialAffairsInTheNextFewYears}} = Platform Answer for Question: Do You Expect Any Major Changes in your Financial Affairs

{{GoalsAndValuesDoYouHaveAnySpecialPlansForYourRetirement}} = Platform Answer for Question: Do You Have Any Special Plans for your Retirement?

{{GoalsAndValuesWouldYouConsiderWorkingPartTimePastRetirement}} = Platform Answer for Question: Would you Consider Working Part-time

{{GoalsAndValuesWhereDoYouWantToLiveInRetirement}} = Platform Answer for Question: Where do You Want to Live?

{{GoalsAndValuesDoYouHaveAnyLargeUpcomingExpenses}} = Platform Answer for Question: Do You Have any Large Upcoming Expenses?

{{GoalsAndValuesDoYouHaveSpecificEstateGoalsHaveCreatedWillPoaHcdLwAcp}} = Platform Answer for Question: Do You Have Any Specific Estate Goals?

Income & Expenses = Data is pulled from Income & Expenses Sections

{{GrossEmploymentIncomePrimary}} = Gross Employment Income of Primary

{{GrossSelfEmploymentIncomePrimary}} = Gross Self-Employment Income of Primary

{{GrossBonusIncomePrimary}} = Gross Bonus Income of Primary

{{GrossOtherIncomePrimary}} = Gross Other Income of Primary

{{GrossCPPIncomePrimary}} = Gross CPP Income of Primary (Pulled From Income Tab)

{{GrossOASIncomePrimary}} = Gross OAS Income of Primary (Pulled From Income Tab)

{{GrossRentalIncomePrimary}} = Gross Rental Income of Primary

{{GrossEmploymentIncomeSecondary}} = Gross Employment Income of Secondary

{{GrossSelfEmploymentIncomeSecondary}} = Gross Self-Employment Income of Secondary

{{GrossBonusIncomeSecondary}} = Gross Bonus Income of Secondary

{{GrossOtherIncomeSecondary}} = Gross Other Income of Secondary

{{GrossCPPIncomeSecondary}} = Gross CPP Income of Secondary (Pulled From Income Tab)

{{GrossOASIncomeSecondary}} = Gross OAS Income of Secondary (Pulled From Income Tab)

{{GrossRentalIncomeSecondary}} = Gross Rental Income of Secondary

{{PlanningHomeRepairsMaintenanceMonthly}} = Amount Recommended to be Set Aside by Expense Estimate Calculators for Home Maintenance

{{PlanningVehicleRepairsOrMaintenanceMonthly}} = Amount Recommended to be Set Aside by Expense Estimate Calculators for Vehicle Repairs

{{PlanningVehiclePaymentsOrReplacementMonthly}} = Amount Recommended to be Set Aside by Expense Estimate Calculators for Vehicle Payments

{{CurrentCashFlowTarget}} = Platform Constant: "Target: Housing 35% of net income, transportation 15%, personal 30%, savings/debt 20%"

{{CurrentCashFlowActual}} = Percentages are Pulled Based on Expenses Entered

Pensions & Benefits = Data is pulled from Tax & Benefits Section

{{DefinedBenefitPensionStartAgePrimary}} = Defined Benefit Pension Start Age for Primary

{{DefinedBenefitPensionAnnualBenefitPre65Primary}} = Defined Benefit Pension Annual Benefit Pre 65 for Primary

{{DefinedBenefitPensionAnnualBenefitPost65Primary}} = Defined Benefit Pension Annual Benefit Post 65 for Primary

{{DefinedBenefitPensionPercentIndexedToInflation100PercentFullyIndexedPrimary}} = Amount Defined Benefit Pension is Indexed to Inflation for Primary

{{DefinedBenefitPensionPercentSurvivorBenefitPrimary}} = Amount of Survivor Benefit for Defined Benefit Pension for Primary

{{DefinedBenefitPensionAnnualPensionAdjustmentPrimary}} = Pension Adjustment of Defined Benefit Pension for Primary

{{DefinedContributionPensionEmployeeContributionPercentOfSalaryPrimary}} = Percent of Salary Contributed by Employee to Defined Contribution Pension for Primary

{{DefinedContributionPensionEmployerContributionPercentOfSalaryPrimary}} = Percent of Salary Contributed by Employer to Defined Contribution Pension for Primary

{{GroupRRSPEmployeeContributionPercentOfSalaryPrimary}} = Percent of Salary Contributed by Employee to Group RRSP Pension for Primary

{{GroupRRSPEmployerContributionPercentOfSalaryPrimary}} = Percent of Salary Contributed by Employer to Group RRSP Pension for Primary

{{DeferredProfitSharingPlanEmployerContributionPercentOfSalaryPrimary}} = Percent of Salary Contributed by Employer to Deferred Profit Sharing Plan Pension for Primary

{{EmployeeSharePurchasePlanEmployeeContributionPercentOfSalaryPrimary}} = Percent of Salary Contributed by Employee to Employee Share Purchase Plan for Primary

{{EmployeeSharePurchasePlanEmployerContributionPercentOfSalaryPrimary}} = Percent of Salary Contributed by Employer to Employee Share Purchase Plan for Primary

{{DefinedBenefitPensionStartAgeSecondary}} = Defined Benefit Pension Start Age for Secondary

{{DefinedBenefitPensionAnnualBenefitPre65Secondary}} = Defined Benefit Pension Annual Benefit Pre 65 for Secondary

{{DefinedBenefitPensionAnnualBenefitPost65Secondary}} = Defined Benefit Pension Annual Benefit Post 65 for Secondary

{{DefinedBenefitPensionPercentIndexedToInflation100PercentFullyIndexedSecondary}} = Amount Defined Benefit Pension is Indexed to Inflation for Secondary

{{DefinedBenefitPensionPercentSurvivorBenefitSecondary}} = Amount of Survivor Benefit for Defined Benefit Pension for Secondary

{{DefinedBenefitPensionAnnualPensionAdjustmentSecondary}} = Pension Adjustment of Defined Benefit Pension for Secondary

{{DefinedContributionPensionEmployeeContributionPercentOfSalarySecondary}} = Percent of Salary Contributed by Employee to Defined Contribution Pension for Secondary

{{DefinedContributionPensionEmployerContributionPercentOfSalarySecondary}} = Percent of Salary Contributed by Employer to Defined Contribution Pension for Secondary

{{GroupRRSPEmployeeContributionPercentOfSalarySecondary}} = Percent of Salary Contributed by Employee to Group RRSP Pension for Secondary

{{GroupRRSPEmployerContributionPercentOfSalarySecondary}} = Percent of Salary Contributed by Employer to Group RRSP Pension for Secondary

{{DeferredProfitSharingPlanEmployerContributionPercentOfSalarySecondary}} = Percent of Salary Contributed by Employer to Deferred Profit Sharing Plan Pension for Secondary

{{EmployeeSharePurchasePlanEmployeeContributionPercentOfSalarySecondary}} = Percent of Salary Contributed by Employee to Employee Share Purchase Plan for Secondary

{{EmployeeSharePurchasePlanEmployerContributionPercentOfSalarySecondary}} = Percent of Salary Contributed by Employer to Employee Share Purchase Plan for Secondary

Investment Profile and Plan Assumptions = Data is pulled from Risk Profile & Investment Sections

{{PrimaryRiskInvProfileRiskAndInvestorProfilesRiskProfilePrimary}} = Risk Profile Determined by Risk Profile Questions for Primary

{{InvestmentPlanInvestmentReturnAndAssetAllocationBondInvestmentAssetAllocationPrimary}} = Bond Asset Allocation for Primary

{{InvestmentPlanInvestmentReturnAndAssetAllocationBondInvestmentNetReturnPrimary}} = Bond Net Return for Primary

{{InvestmentPlanInvestmentReturnAndAssetAllocationStockInvestmentAssetAllocationPrimary}} = Stock Asset Allocation for Primary

{{InvestmentPlanInvestmentReturnAndAssetAllocationStockInvestmentNetReturnPrimary}} = Stock Net Return for Primary

{{InvestmentPlanInvestmentReturnAndAssetAllocationTotalInvestmentNetRateOfReturnPrimary}} = Total Net Return for Primary

{{SecondaryRiskInvProfileRiskAndInvestorProfilesRiskProfileSecondary}} = Risk Profile Determined by Risk Profile Questions for Secondary

{{InvestmentPlanInvestmentReturnAndAssetAllocationBondInvestmentAssetAllocationSecondary}} = Bond Asset Allocation for Secondary

{{InvestmentPlanInvestmentReturnAndAssetAllocationBondInvestmentNetReturnSecondary}} = Bond Net Return for Secondary

{{InvestmentPlanInvestmentReturnAndAssetAllocationStockInvestmentAssetAllocationSecondary}} = Stock Asset Allocation for Secondary

{{InvestmentPlanInvestmentReturnAndAssetAllocationStockInvestmentNetReturnSecondary}} = Stock Net Return for Secondary

{{InvestmentPlanInvestmentReturnAndAssetAllocationTotalInvestmentNetRateOfReturnSecondary}} = Total Net Return for Secondary

Registered Plan Contribution Room = Data is pulled from Tax & Benefits Section

{{RRSPRoomPrimary}} = RRSP Contribution Room Available for Primary at Start of Current Year

{{RRSPContributionPrimary}} = RRSP Contributions Made in Current Year by Primary

{{TFSARoomPrimary}} = TFSA Contribution Room Available for Primary at Start of Current Year

{{TFSAContributionPrimary}} = TFSA Contributions Made in Current Year by Primary

{{FHSARoomPrimary}} = FHSA Contribution Room Available for Primary at Start of Current Year

{{FHSAContributionPrimary}} = FHSA Contributions Made in Current Year by Primary

{{RRSPRoomSecondary}} = RRSP Contribution Room Available for Secondary at Start of Current Year

{{RRSPContributionSecondary}} = RRSP Contributions Made in Current Year by Secondary

{{TFSARoomSecondary}} = TFSA Contribution Room Available for Secondary at Start of Current Year

{{TFSAContributionSecondary}} = TFSA Contributions Made in Current Year by Secondary

{{FHSARoomSecondary}} = FHSA Contribution Room Available for Secondary at Start of Current Year

{{FHSAContributionSecondary}} = FHSA Contributions Made in Current Year by Secondary

Emergency Fund = Data is pulled from Emergency Fund Section

{{EmergencyFundRecommendedEmergencyFundInDollars}} = Recommended Emergency Fund Amount in Dollars

{{EmergencyFundRecommendedEmergencyFundInMonths = Recommended Emergency Fund Amount in Months

{{EmergencyFundTotalMonthlyExpenses}} = Monthly Expenses Emergency Fund Total is Based Off Of

{{EmergencyFundDebtWithInterestOver8Percent}} = Answer to Emergency Fund Question "Do You Have Debt Over 8%"

{{EmergencyFundOwnAHouse}} = Answer to Emergency Fund Question "Do you Own a House"

{{EmergencyFundHaveDependents}} = Answer to Emergency Fund Question "Do You Have Dependants"

{{EmergencyFundRentalProperty}} = Answer to Emergency Fund Question "Do You Have a Rental Property"

{{EmergencyFundHighlyVariableIncome}} = Answer to Emergency Fund Question "Do You Have Variable Income"

Wills = Data is pulled from Tax & Benefits Section

{{WillandPowerofAttorneyYesNo}} = Answer to Question "Do You Have a Will"

{{WillandPowerofAttorneyLastUpdated}} = Date Will Was Last Updated

Insurance = Data is pulled from Insurance Section

{{InsuranceData}} = Will cycle through all insurance data and print out.

{{TermLifeInsuranceTotal}} = Total Term Life Insurance Death Benefit

{{WholeOrUniversalLifeInsuranceTotal}} = Total Whole or Universal Life Insurance Death Benefit

{{CriticalIllnessInsuranceTotal}} = Total Critical Illness Benefit

{{ShortTermDisabilityInsuranceTotal}} = Total Short-Term Disability Benefit

{{LongTermDisabilityInsuranceTotal}} = Total Long-Term Disability Benefit

Education Plan = Data is pulled from Education Section

{{EducationPlanEstimatedWithdraw}} = Estimated RESP Withdrawal per Year in Today's Dollars

Home Buying/Selling = Data is pulled from Buying a Home/Selling a Home Sections

{{MaximumAffordabilityEstimateAnnualGrossIncomePrimary}} = Annual Gross Income for Primary Used In Mortgage Affordability Calculation

{{MaximumAffordabilityEstimateAnnualGrossIncomeSecondary}} = Annual Gross Income for Secondary Used In Mortgage Affordability Calculation

{{MaximumAffordabilityEstimateTotal}} = Maximum Total Mortgage

{{MaximumAffordabilityEstimateAnnualGrossIncome}} = Total Annual Gross Income Used in Mortgage Affordability Calculation

{{MaximumAffordabilityEstimateMonthlyPropertyTax}} = Total Property Tax Used in Mortgage Affordability Calculation

{{MaximumAffordabilityEstimateMonthlyCondoFees}} = Total Condo Fees Used in Mortgage Affordability Calculation

{{MaximumAffordabilityEstimateMonthlyHeatingandWater}} = Total Heating and Water Spending Used in Mortgage Affordability Calculation

{{MaximumAffordabilityEstimateTotalMonthlyDebtPayments}} = Total Debt Payments Used in Mortgage Affordability Calculation

{{MaximumAffordabilityEstimate}} = Maximum Mortgage

{{MaximumAffordabilityEstimateMaximumMonthlyMortgage}} = Maximum Monthly Mortgage Payment

{{MaximumAffordabilityEstimateMaximumMortgage}} = Maximum Mortgage

{{BuyingAHouseDownPaymentGoalAndMortgagePaymentsTotal}} =

{{BuyingAHouseDownPaymentGoalAndMortgagePaymentsEstimatedPurchasePrice}} = Estimated Purchase Price in Today's $s

{{BuyingAHouseDownPaymentGoalAndMortgagePaymentsMinimumDownPayment}} = Minimum Down Payment Based on Price of House

{{BuyingAHouseDownPaymentGoalAndMortgagePaymentsTargetPercentDownPayment}} = Target Down Payment Percentage

{{BuyingAHouseDownPaymentGoalAndMortgagePaymentsDownPaymentGoal}} = Target Down Payment Amount

{{BuyingAHouseDownPaymentGoalAndMortgagePaymentsEstimatedClosingCosts}} = Closing Cost Estimate

{{BuyingAHouseDownPaymentGoalAndMortgagePaymentsCurrentDownPaymentSavings}} = Current Down Payment Savings

{{BuyingAHouseDownPaymentGoalAndMortgagePaymentsEstimatedMortgageIncludingMortgageInsurance}} = Estimated Monthly Mortgage Payments Including Mortgage Insurance

{{BuyingAHouseDownPaymentGoalAndMortgagePaymentsAmortizationInYears}} = Amortization in Years

{{BuyingAHouseDownPaymentGoalAndMortgagePaymentsMonthlyMortgagePayments}} = Estimated Monthly Mortgage Payments

{{BuyingAHouseDownPaymentGoalAndMortgagePaymentsEstimatedMortgageRate}} = Estimated Mortgage Rate (Entered in Buying House)

{{BuyingAHouseDownPaymentGoalAndMortgagePaymentsTargetPurchaseDate}} = Target Purchase Date

{{BuyingAHouseDownPaymentGoalAndMortgagePaymentsMonthlyDownPaymentSavingsGoal}} = Monthly Savings Goal to Reach Goal Down

{{MortgageInsuranceEstimateTotal}} = Total Amount of Mortgage Insurance Added to Mortgage

{{MortgageInsuranceEstimateEstimatedPercentMortgageInsurancePremium}} = Estimated Percent of Mortage Insurance Premium

{{MortgageInsuranceEstimateMortgagePremiumAddedToMortgage}} = Mortgage Premium Added to Mortgage

{{MortgageInsuranceEstimateSalesTaxOnMortgagePremium}} = Sales Tax Amount on Mortgage Premium (Based on Location)

{{MortgageInsuranceEstimateDownPaymentToReducePremium}} = Downpayment Amount Needed to Reduce Mortgage Premium

{{MortgageInsuranceEstimateDownPaymentPercentToReducePremium}} = Downpayment Percentage Needed to Reduce Mortgage Premium

{{MortgageInsuranceEstimateReducedPercentMortgageInsurancePremium}} = Reduced Percent of Mortgage Insurance Premium

{{MortgageInsuranceEstimateReducedPremiumAddedToMortgage}} = Reduced Mortgage Premium Added to Mortgage

{{MortgageInsuranceEstimateSalesTaxOnReducedPremium}} = Reduced Sales Tax Amount on Mortgage Premium (Based on Location)

{{SellingAHouseHomeSaleEstimatedFee}} = Calculated Cost of Sale In $'s

{{HomeSaleAssumptionsTotal}} = Total Cost of Sale

{{HomeSaleAssumptionsEstimatedSalePriceTodaysDollars}} = Estimated Sale Price (Today's Dollars):

{{HomeSaleAssumptionsCostofSaleAsPercentOfSalePrice}} = Cost of Sale As % of Sale Price

{{HomeSaleAssumptionsHomeTargetSaleDate}} = Target Sale Date

{{CottageOrVacationPropertySaleAssumptionsTotal}} = Total Cost of Sale

{{CottageOrVacationPropertySaleAssumptionsEstimatedSalePriceTodaysDollars}} = Estimated Sale Price (Today's Dollars):

{{CottageOrVacationPropertySaleAssumptionsCostofSaleAsPercentOfSalePrice}} = Cost of Sale As % of Sale Price

{{CottageOrVacationPropertySaleAssumptionsTargetSaleDate}} = Target Sale Date

Rental Property = Data is pulled from the Expense and Rental Analysis Sections

{{RentalPropertySaleAssumptionsTotal}} = Total Cost of Sale

{{RentalPropertySaleAssumptionsEstimatedSalePriceTodaysDollars}} = Estimated Sales Price in Today's Dollars

{{RentalPropertySaleAssumptionsCostofSaleAsPercentOfSalePrice}} = Cost of Sale As % of Sale Price

{{RentalPropertySaleAssumptionsTargetSaleDate}} = Target Sale Date

{{RentalPropertyNumberOneTotal}} = Rental One: Cash Flow

{{RentalPropertyNumberOneCurrentValue}} = Rental One: Current Value

{{RentalPropertyNumberOneMortgageRemaining}} = Rental One: Mortgage Remaining

{{RentalPropertyNumberOneAnnualOnePercentInterestCost}} = Rental One: Interest Rate on Rental Mortgage

{{RentalPropertyNumberOneMortgageRate}} = Rental One: Mortgage Rate

{{RentalPropertyNumberOneAnnualMortgagePayments}} = Rental One: Annual Mortgage Payments

{{RentalPropertyNumberOneAnnualInterestCost}} = Rental One: Annual Interest Cost

{{RentalPropertyNumberOneAnnualPrincipalPayment}} = Rental One: Annual Principle Payment

{{RentalPropertyNumberOneEquity}} = Rental One: Equity

{{RentalPropertyNumberOneAnnualGrossRentalIncome}} = Rental One: Gross Rental Income

{{RentalPropertyNumberOneAnnualOtherIncome}} = Rental One: Other Income

{{RentalPropertyNumberOneVacancyRate}} = Rental One: Vacancy Rate

{{RentalPropertyNumberOneTotalAnnualGrossIncome}} = Rental One: Total Annual Gross Income

{{RentalPropertyNumberOneAnnualPropertyTax}} = Rental One: Annual Property Tax

{{RentalPropertyNumberOneAnnualUtilities}} = Rental One: Annual Utilities

{{RentalPropertyNumberOneAnnualHomeInsurance}} = Rental One: Annual Home Insurance

{{RentalPropertyNumberOneAnnualRepairsMaintenance}} = Rental One: Annual Repairs/Maintenance

{{RentalPropertyNumberOneAnnualCondoMaintenanceFees}} = Rental One: Annual Condo Maintenance Fees

{{RentalPropertyNumberOneAnnualManagementFees}} = Rental One: Annual Management Fees

{{RentalPropertyNumberOneAnnualPhoneCableInternet}} = Rental One: Annual Phone/Cable/Internet

{{RentalPropertyNumberOneTotalAnnualExpenses}} = Rental One: Total Annual Expenses

{{RentalPropertyNumberOneNetRentalIncomeBeforeDebtServicing}} = Rental One: Net Rental Income (Before Debt Servicing)

{{RentalPropertyNumberOneCashFlow}} = Rental One: Cash Flow

{{RentalPropertyNumberOneCapRate}} = Rental One: Cap Rate

{{RentalPropertyNumberOneCashonCashReturn}} = Rental One: Cash on Cash Return

{{RentalPropertyNumberOneCashonCashReturnIncludingAppreciation}} = Rental One: Cash on Cash Return (Including Appreciation)

CPP & OAS = Data is pulled from the Base Scenario

{{TaxAndBenefitsOASBenefitsEstimateOASEstimatedYearsInCanadaPrimary}} = Number of Years Primary has Lived in Canada for OAS Purposes

{{TaxAndBenefitsOASBenefitsEstimateOASEstimatedYearsInCanadaSecondary}} = Number of Years Secondary has Lived in Canada for OAS Purposes

{{FederalGISPaidPrimary}} = Amount of GIS Paid Primary in Base Scenario

{{CPPAmountPrimary}} = Amount of CPP Paid Primary in Base Scenario

{{OASAmountPrimary}} = Amount of OAS Paid Primary in Base Scenario

{{CPPStartAgePrimary}} = CPP Start Age for Primary in Base Scenario

{{OASStartAgePrimary}} = OAS Start Age for Primary in Base Scenario

"{{FederalGISPaidSecondary}}

= Amount of GIS Paid Secondary in Base Scenario"

{{CPPAmountSecondary}} = Amount of CPP Paid Secondary in Base Scenario

{{OASAmountSecondary}} = Amount of OAS Paid Secondary in Base Scenario

{{CPPStartAgeSecondary}} = CPP Start Age for Secondary in Base Scenario

{{OASStartAgeSecondary}} = OAS Start Age for Secondary in Base Scenario

{{CPPOASTotal}} = Total CPP/OAS Paid Both Primary and Secondary in Base Scenario

Marginal Tax Rates = Data is pulled from the Base Scenario

{{MarginalTaxMinPreRetirementDollarPrimary}} = Minimum Marginal Tax Rate Dollar Amount Primary Pays Pre-Retirement (Eg: 38% bracket would output $0.38)

{{MarginalTaxMaxPreRetirementDollarPrimary}} = Maximum Marginal Tax Rate Dollar Amount Primary Pays Pre-Retirement (Eg: 38% bracket would output $0.38)

{{MarginalTaxMinPostRetirementDollarPrimary}} = Minimum Marginal Tax Rate Dollar Amount Primary Pays Post-Retirement (Eg: 38% bracket would output $0.38)

{{MarginalTaxMaxPostRetirementDollarPrimary}} = Maximum Marginal Tax Rate Dollar Amount Primary Pays Post-Retirement (Eg: 38% bracket would output $0.38)

{{MarginalTaxMinPreRetirementPercentPrimary}} = Minimum Marginal Tax Rate Percentage Primary Pays Pre-Retirement

{{MarginalTaxMaxPreRetirementPercentPrimary}} = Maximum Marginal Tax Rate Percentage Primary Pays Pre-Retirement

{{MarginalTaxMinPostRetirementPercentPrimary}} = Minimum Marginal Tax Rate Percentage Primary Pays Post-Retirement

{{MarginalTaxMaxPostRetirementPercentPrimary}} = Maximum Marginal Tax Rate Percentage Primary Pays Post-Retirement

{{MarginalTaxMinPreRetirementDollarSecondary}} = Minimum Marginal Tax Rate Dollar Amount Secondary Pays Pre-Retirement (Eg: 38% bracket would output $0.38)

{{MarginalTaxMaxPreRetirementDollarSecondary}} = Maximum Marginal Tax Rate Dollar Amount Secondary Pays Pre-Retirement (Eg: 38% bracket would output $0.38)

{{MarginalTaxMinPostRetirementDollarSecondary}} = Minimum Marginal Tax Rate Dollar Amount Secondary Pays Post-Retirement (Eg: 38% bracket would output $0.38)

{{MarginalTaxMaxPostRetirementDollarSecondary}} = Maximum Marginal Tax Rate Dollar Amount Secondary Pays Post-Retirement (Eg: 38% bracket would output $0.38)

{{MarginalTaxMinPreRetirementPercentSecondary}} = Minimum Marginal Tax Rate Percentage Secondary Pays Pre-Retirement

{{MarginalTaxMaxPreRetirementPercentSecondary}} = Maximum Marginal Tax Rate Percentage Secondary Pays Pre-Retirement

{{MarginalTaxMinPostRetirementPercentSecondary}} = Minimum Marginal Tax Rate Percentage Secondary Pays Post-Retirement

{{MarginalTaxMaxPostRetirementPercentSecondary}} = Maximum Marginal Tax Rate Percentage Secondary Pays Post-Retirement

Base Scenario Asset Totals = Data is pulled from the Base Scenario

{{BaseScenarioSuccessRate}} = Success Rate of Base Scenario

{{FinancialAssetsAtPrimaryRetirementAge}} = Financial Assets at Primary's Retirement Age in the Base Scenario

{{FinancialAssetsAtPrimary80age}} = Financial Assets at Primary's Age 80 in the Base Scenario

{{FinancialAssetsAtEndOfPrimaryProjections}} = Financial Assets at End of Primary's Projections in the Base Scenario

Notes = Data is pulled from All Sections

{{NotesRiskAndInvProfile}} = Notes from the Risk and Investor Profile Section

{{NotesCashFlow}} = Notes from Cash Flow Section

{{NotesIncome}} = Notes from the Income Section

{{NotesExpenses}} = Notes from the Expenses Section

{{NotesNetWorth}} = Notes from the Net Worth Section

{{NotesAssets}} = Notes from the Asset Section

{{NotesDebts}} = Notes from the Debts Section

{{NotesInsurance}} = Notes from the Insurance Section

{{NotesTaxAndBenefits}} = Notes from the Tax and Benefits Section

{{NotesBuyingAHouse}} = Notes from the Buying a House Section

{{NotesSellingAHouse}} = Notes from the Selling a House Section

{{NotesChildExpenseEstimate}} = Notes from the Child Expense Estimate Section

{{NotesEmergencyFund}} = Notes from the Emergency Fund Section

{{NotesDebtPayoffPlan}} = Notes from the Debt Payoff Section

{{NotesEducationPlan}} = Notes from the Education Plan Section

{{NotesFutureCashFlow}} = Notes from the Future Cash Flow Section

{{NotesCPPAndOASEstimate}} = Notes from the CPP/OAS Estimate Section

{{NotesTaxAndBenefitsAnalysis}} = Notes from the Tax and Benefits Analysis Section

{{NotesRentalPropertyAnalysis}} = Notes from the Rental Property Analysis Section