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.

Ready for an Exceptional Experience?

203-791 Goldstream Ave., Victoria, BC V9B 2X5

tel: 250.590.8481

fax: 250.590.8350

Exceptional Wealth Management Canada

203-791 Goldstream Ave, Victoria


Need a quick answer?