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:
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Recent Income Tax Return
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CRA Notice of Assessment
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Pension Statement (CPP and others)
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Insurance Policies (life, disability, etc)
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RRSP Statements
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Tax Free Account statements
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Non-Registered Investment Statements
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Mortgage Statements (Principal residence as well as rental properties)
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Recent Loan/Credit Card Statement
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Recent Bank Account Statement (not necessary, but please let us know if you have an emergency fund)
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Employee Benefits Plan Booklet
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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.
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Exceptional Wealth Management Canada
203-791 Goldstream Ave, Victoria
250-590-8481