Personal Documents Required

Tax Returns and Assessments for past 2 years (all family members)
Copy of latest will, power of attorney
Pay Stubs from last 2 pay periods

Pension and Benefits booklet and most recent statement from employer (include severance documentation)
Latest statements for all investments (RSP, RIF, LIRA, GICs, Mutual Funds, Stocks, Bonds)
Property Assessment Documents related to real estate holdings

Copies of all insurance policies and latest statements

Most recent Mortgage, Line of Credit and Loan statements (include credit card statements if balance is not paid fully each
month)
Canada Pension Plan statements

Past two years of financial statements and tax returns for any private businesses that you are involved in
(including corporations, partnerships and professional practices)
Copy of business buy/sell and shareholders agreements
Family Trust arrangements and related financial statements and tax return

Please select the FIVE areas that are most important to you by numbering them 1 through 5 (1 is most important)

General Investments and Financial Planning

______Saving for a Major Purchase ______Learning to manage money ______Leisure activities (travel, RV, boat, etc.) ______Learning to invest wisely
______Purchasing a home or cottage ______Paying off debts/mortgage ______Purchasing a new vehicle ______Staying ahead of the cost of living
______Owning my own business ______Analyzing the asset allocation of my investments

Education Planning
______Paying for my child’s/grandchild’s education ______Developing a financial reserve ______Taking advantage of the CESG

Emergencies
______Income protection against death, disability or critical illness ______Surviving possible unemployment

Retirement Planning
______Insuring my mortgage or other liabilities ______Developing a retirement plan ______Retiring early and comfortably

Estate Planning
_____Ensuring my funds last through retirement ______Review my will and estate plan ______Maximizing foreign content exposure ______Preserve my
estate for beneficiaries ______Reviewing my current investment strategies ______Charitable Giving

Other Tax Planning

______Reduce my Income Taxes ______Tax Review