Comprehensive Planning List

To help us create an accurate and thorough Financial Plan for you, we will need you to provide us with the following documents:

  • 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.

Are you ready for an Exceptional Experience?

If you're willing to take an active role in your financial future, we want to work with you. If you have questions about anything that may impact your financial goals, give us a call or send us an email and we will do our best to find the right answer for your circumstances.

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