what to bring

It is not unusual for discussions to broaden into other retirement and estate planning issues that were not on people's minds when we arrange a meeting.  If you would like to be prepared for such a possibility, please feel free (but don't feel obliged) to bring as much of the following as appropriate and available to our meeting:

  • A recent pay stub
  • Most recent tax returns and Notices of Assessment
  • Your bank account statement
  • RRSP, TFSA, RESP and non-registered investment account statements
  • Your Investment Policy Statement detailing your investment objectives, risk tolerance and portfolio allocation targets
  • Copies of the most recent financial statements of any business in which you own an interest
  • Mortgage statement, statements of other financial obligations
  • Contracts or statements showing ownership, coverage, beneficiaries, premiums and cash values for any life insurance policies
  • Contracts or recent notices for any disability, critical illness, or long term care insurance policies,
  • Your last life insurance needs analysis
  • Employee benefits booklet or benefit statement from your employer (e.g. group insurance benefits, pension plans).
  • Any other legal documents (e.g. pre-nuptial/co-habitation, separation/divorce, mortgage, partnership/shareholder etc.)
  • Identification i.e. Driver’s License or Passport
  • Name, date of birth, of all family members
  • Names and addresses of your professional advisors (lawyer, accountant…)
  • Your cheque book (voided cheques are required to set up and pre-authorized cheque withdrawals)
  • Your most recent Will and Power of Attorney
  • Any other documents you feel are relevant to our discussion


* Additional tools available that will assist you can be found in our Resources section.


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