⚠ {{ L.gatherWarnText }}

{{ guidedPct }} %

⚠ {{ L.discAlertText }}

{{ L.loadDropTitle }} — {{ L.loadDropHint }}

✓ {{ L.discGateDone }} — {{ discGate.statusLine }}

{{ L.goalsSub }} · {{ goalCount }}/5

≈ {{ desiredIncomeFmt }} / {{ L.perYear }}

{{ L.profession }} — {{ n1 }}

$/an

{{ L.profession }} — {{ n2 }}

$/an

{{ n1 }} {{ otherIncomeC1Fmt }} · {{ n2 }} {{ otherIncomeC2Fmt }} · {{ L.oiJoint }} {{ otherIncomeBothFmt }} {{ otherIncomeTotalFmt }} / {{ L.perYear }}

{{ e.pctTotal }} %

{{ L.payoffLabel }} {{ r.payoffFmt }}

{{ L.capGainLabel }} {{ r.capGainFmt }}

{{ L.ownPct }} %

{{ L.ownC2Pct }} %

{{ L.totalValueLabel }} {{ r.totalValueFmt }} {{ L.clientShareLabel }} {{ r.clientShareFmt }}

{{ L.payoffLabel }} {{ r.payoffFmt }}

{{ L.roomEstimateLabel }} {{ re.name }} : {{ re.amtFmt }}

{{ availableFmt }}/mois

{{ L.totalAssets }} · {{ totalAssetsFmt }}{{ L.totalLiab }} · {{ totalLiabFmt }}

$ / {{ L.perYear }}

≈ {{ desiredIncomeFmt }} / {{ L.perYear }}

{{ L.nifPctAchieved }} {{ nifPctAchievedHousehold }} %

	{{ L.nifColRequired }}	{{ L.nifColProjected }}	{{ L.nifColMonthly }}
{{ r.name }}	{{ r.reqFmt }}	{{ r.projFmt }} {{ r.mark }}	{{ r.monthlyFmt }}

{{ L.nifDetailDesired }} {{ nifDesiredCombinedFmt }} / {{ L.perYear }}

{{ L.nifDetailGuaranteed }} {{ nifGuaranteedCombinedFmt }} / {{ L.perYear }}

{{ L.nifDetailGapAnnual }} {{ nifGapAnnualFmt }} / {{ L.perYear }}

{{ L.nifDetailParams }} {{ nifRetFmt }} % {{ L.rendement }} · {{ nifInflFmt }} % {{ L.inflation }} · {{ nifYearsInRetFmt }} {{ L.yearsShort }} {{ L.duree }} · {{ coordMark }} {{ L.nifCoordinate }}

{{ n1 }} — {{ L.svYearsLabel }} {{ oasYearsC1Fmt }} · {{ L.svPctLabel }} {{ oasPctC1 }} % · {{ L.svAmountLabel }} {{ oasC1Fmt }}

{{ n2 }} — {{ L.svYearsLabel }} {{ oasYearsC2Fmt }} · {{ L.svPctLabel }} {{ oasPctC2 }} % · {{ L.svAmountLabel }} {{ oasC2Fmt }}

{{ n1 }} — RRQ/RPC : {{ L.rrqDetailYears }} {{ rrqYearsC1 }} ({{ rrqFactorC1 }} %) · {{ L.rrqDetailAgeFactor }} {{ rrqAgeFactorC1 }} % · {{ rrqC1Fmt }}/mois ({{ rrqSourceC1 }})

{{ n2 }} — RRQ/RPC : {{ L.rrqDetailYears }} {{ rrqYearsC2 }} ({{ rrqFactorC2 }} %) · {{ L.rrqDetailAgeFactor }} {{ rrqAgeFactorC2 }} % · {{ rrqC2Fmt }}/mois ({{ rrqSourceC2 }})

$/an

RRQ / RPC — {{ n1 }}

{{ L.rrqDetailIncome }} {{ rrqIncomeC1Fmt }} · {{ L.rrqDetailBase }} {{ rrqBaseC1Fmt }}/mois
{{ L.rrqDetailYears }} {{ rrqYearsC1 }} ({{ rrqFactorC1 }} %) · {{ L.rrqDetailAgeFactor }} {{ rrqAgeFactorC1 }} %

$/mois

{{ L.rrqEstimate }} {{ rrqC1Fmt }} /mois

RRQ / RPC — {{ n2 }}

{{ L.rrqDetailIncome }} {{ rrqIncomeC2Fmt }} · {{ L.rrqDetailBase }} {{ rrqBaseC2Fmt }}/mois
{{ L.rrqDetailYears }} {{ rrqYearsC2 }} ({{ rrqFactorC2 }} %) · {{ L.rrqDetailAgeFactor }} {{ rrqAgeFactorC2 }} %

$/mois

{{ L.rrqEstimate }} {{ rrqC2Fmt }} /mois

PSV / OAS — {{ n1 }}

$/mois

{{ L.rrqEstimate }} {{ oasC1Fmt }} /mois

PSV / OAS — {{ n2 }}

$/mois

{{ L.rrqEstimate }} {{ oasC2Fmt }} /mois

{{ L.govPensionTotal }} {{ govPensionAnnualFmt }} / {{ L.perYear }}

{{ L.govPensionSource }} {{ rrqYear }} · RRQ max {{ rrqMaxFmt }} /mois · MGA {{ rrqMgaFmt }} · PSV max {{ oasMaxFmt }} /mois

{{ L.nif2 }} — {{ L.sumRetireAt }} {{ nif2AgeLabel }}{{ nif2Fmt }}

{{ L.trajectory }} · {{ nif2TrajFmt }}{{ nif2ProgressPct }}%

{{ L.trajectory }} · {{ trajectoryFmt }}{{ progressPct }}%

{{ L.gapToClose }} : {{ nifGapFmt }}

			{{ finProjCol1Title }}		{{ finProjCol2Title }}
{{ L.description }}	{{ L.finProjValueActuelle }}	{{ L.finProjMensuel }}	{{ L.finProjTaux }}	{{ L.finProjMontant }}	{{ L.finProjTaux }}	{{ L.finProjMontant }}
			%	{{ row.montant1Fmt }}	%	{{ row.montant2Fmt }}
{{ L.finProjTotalActuel }}	{{ finProjActuelValueSumFmt }}	{{ finProjActuelContribSumFmt }}		{{ finProjActuelTotal1Fmt }}		{{ finProjActuelTotal2Fmt }}

			{{ finProjCol1Title }}		{{ finProjCol2Title }}
{{ L.description }}	{{ L.finProjValueActuelle }}	{{ L.finProjMensuel }}	{{ L.finProjTaux }}	{{ L.finProjMontant }}	{{ L.finProjTaux }}	{{ L.finProjMontant }}
			%	{{ row.montant1Fmt }}	%	{{ row.montant2Fmt }}
{{ L.finProjTotalWfg }}	{{ finProjGfmValueSumFmt }}	{{ finProjGfmContribSumFmt }}		{{ finProjGfmTotal1Fmt }}		{{ finProjGfmTotal2Fmt }}

{{ L.description }}	{{ finProjCol1Title }}	{{ finProjCol2Title }}

* {{ L.finProjUlNote }}

{{ L.sumNeed }} {{ sc.nifFmt }}

{{ L.sumNowLabel }} · {{ sumActualMonthlyFmt }} /mois

{{ sc.pctActual }} % {{ L.sumOfGoal }}

{{ L.sumPlanLabel }} · {{ sumMonthlyFmt }} /mois

{{ sc.pctProposed }} % {{ L.sumOfGoal }}

{{ sc.verdictTitle }} {{ sc.verdictText }}

{{ sumMonthlyFmt }} /mois

{{ L.sumActualBase }} {{ sumActualValueFmt }} · {{ sumActualMonthlyFmt }} /mois · {{ L.sumProposedBase }} {{ sumProposedValueFmt }}

{{ L.sumRetireAt }} {{ sc.ageVal }}	{{ L.sumRateConsLabel }}	{{ L.sumRateModLabel }}	{{ L.sumRateOptLabel }}
{{ L.sumCurrentLabel }}	{{ sc.actualConsFmt }}	{{ sc.actualModFmt }}	{{ sc.actualOptFmt }}
{{ L.sumProposedLabel }}	{{ sc.propConsFmt }}	{{ sc.propModFmt }}	{{ sc.propOptFmt }}
{{ L.sumRateRequired }}	{{ sc.requiredRateActualFmt }}
{{ L.sumRateRequiredPlan }}	{{ sc.requiredRateProposedFmt }}
{{ L.sumGapVsNif }}	{{ sc.gapConsFmt }}	{{ sc.gapModFmt }}	{{ sc.gapOptFmt }}

{{ L.payoffLabel }} {{ r.payoffFmt }}

$/mois

{{ r.rank }} {{ r.label }}{{ L.trapBadge }} {{ r.rateFmt }} {{ r.balanceFmt }} {{ r.monthlyInterestFmt }} {{ r.minFmt }}

1. {{ L.insPurpose1 }} · 2. {{ L.insPurpose2 }}

{{ L.insColDebts }} • {{ L.autoTag }}

{{ L.insColDebts }} = {{ totalDebtAtDeathFmt }} ({{ L.autoTag }} — {{ L.liabilities }})

1{{ L.insFactor1 }}

2{{ L.insFactor2 }}

3{{ L.insFactor3 }}

T10T15T20T25T30

${{ L.insTempP1 }}

$$${{ L.insTempP2 }}

✓{{ L.insPermP1 }}

✓{{ L.insPermP2 }}

− {{ L.insLessDebts }}{{ survDebtsFmt }}

= {{ L.insInvested }}{{ investedC1Fmt }}

{{ monthlyC1Fmt }}/mois

− {{ L.insLessDebts }}{{ survDebtsFmt }}

= {{ L.insInvested }}{{ investedC2Fmt }}

{{ monthlyC2Fmt }}/mois

{{ L.pqInfoTitle }} — {{ pqClientFullName }}

{{ q.num }}. {{ q.text }}

{{ o.label }}{{ o.pts }} pt

{{ L.ipScoreLabel }}{{ pqScore }} / 160

{{ L.pqIncome }} {{ pqIncome }} % ({{ pqIncomeRange }}){{ L.pqEquity }} {{ pqEquity }} % ({{ pqEquityRange }})

{{ L.ipStep1 }} — {{ ipClientName }}

{{ q.num }}. {{ q.text }}

{{ o.letter }}) {{ o.label }}

{{ L.ipScoreLabel }}{{ ipScore }} / {{ ipMax }}

{{ L.ipEquity }} {{ ipMixEquity }} %{{ L.ipFixed }} {{ ipMixFixed }} %{{ L.ipGuaranteed }} {{ ipMixGuaranteed }} %

· {{ a.text }}

{{ L.ipSheetClient }} : {{ ipClientFullName }} · {{ L.ipSheetDate }} : {{ today }}

{{ ipScore }} / {{ ipMax }}

#	{{ L.ipSheetQuestion }}	{{ L.ipSheetAnswer }}	{{ L.ipPoints }}
{{ r.num }}	{{ r.question }}	{{ r.answer }}	{{ r.pts }}

{{ L.ipStep3 }} : {{ L.ipEquity }} {{ ipMixEquity }} %{{ L.ipFixed }} {{ ipMixFixed }} %{{ L.ipGuaranteed }} {{ ipMixGuaranteed }} % {{ L.ipAltLabel }} {{ ipAlternativesText }}

{{ L.ipSignClient }}{{ L.ipSignDate }} : ______________

{{ L.ipSignAdvisor }} — {{ ipAdvisorName }}{{ L.ipSignDate }} : ______________

{{ L.replCommentaires }} — {{ L.replActuel }}

{{ L.replCommentaires }} — {{ L.replPropose }}

{{ compDone }}/13

{{ r.method }} · {{ r.dates }}

{{ preDoneCount }}/4 {{ L.preCount }}

World Financial Group · 2026

{{ cityProv }}·{{ today }}

Nº 1 {{ g.label }}

{{ L.trajectory }} · {{ trajectoryFmt }}{{ progressPct }}%

{{ proposedProgramFmt }}/mois

{{ L.current }} {{ currentProgramFmt }}+ {{ additionalFmt }}

✓{{ r.label }}

✓ {{ p.label }} {{ p.note }}

{{ L.setupTitle }}

{{ L.apTitle }}

{{ sx.title }}

{{ L.discSignTitle }}

{{ L.discFormTitle }}

{{ L.goalsTitle }}

{{ L.goalNotesTitle }}

{{ L.nifQuestionsTitle }}

{{ L.contact }}

{{ L.childrenTitle }}

{{ L.profession }} — {{ n1 }}

{{ L.profession }} — {{ n2 }}

{{ L.otherIncomeTitle }}

{{ L.corpGroupTitle }}

{{ L.properties }}

{{ L.vehicles }}

{{ L.otherLiab }}

{{ L.finAccountsTitle }}

{{ L.insInForceTitle }}

{{ L.moneyIn }}

{{ L.moneyOut }}

{{ L.assets }}

{{ L.liabilities }}

{{ L.nifFull }}

{{ L.finProjTitle }}

{{ L.debts }}

{{ L.payoffOrder }}

{{ L.healthTitle }}

{{ L.insPurpose }}

{{ L.insFactors }}

{{ L.coverageType }}

{{ L.insIncomeTitle }}

{{ L.replTitle }}

{{ L.replPart1 }}

{{ L.replPreneur }}

{{ L.replAssureDiff }}

{{ L.replAutresAssures }}

{{ L.replAssuresResilies }}

{{ L.replAssuresAdditionnels }}

{{ L.replContratsRemplaces }}

{{ L.replCompareTitle }}

{{ L.replClausesTitle }}

{{ L.replPart2 }}

{{ L.replPart3 }}

{{ L.replPart4 }}

{{ L.compTitle }}

{{ L.signTitle }}

{{ L.scopeTitle }}

{{ L.compEssTitle }}

{{ L.compDocsTitle }}

{{ L.compDocAdvisor }}

{{ L.compDocReasonWhy }}

{{ L.compDocDelivery }}

{{ L.preTitle }}

{{ L.apptTitle }}

{{ L.shareTitle }}

{{ L.shareFileTitle }}

{{ L.sharePrintTitle }}