To help us create an accurate and thorough Financial Plan for you, we will need you to provide us with the following documents:
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- Recent Income Tax Return
- CRA Notice of Assessment
- Pension Statement (CPP and others)
- Insurance Policies (life, disability, etc)
- RRSP Statements
- Tax Free Account statements
- Non-Registered Investment Statements
- Mortgage Statements (Principal residence as well as rental properties)
- Recent Loan/Credit Card Statement
- Recent Bank Account Statement (not necessary, but please let us know if you have an emergency fund)
- Employee Benefits Plan Booklet
- Will and Power of Attorney
This is a general list of the documents we will need, but please disregard any that aren’t applicable to you.