facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

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.