What to Bring

To make our time together most effective, could you please bring the following documents to help us complete your Personal Wealth Management Strategy:
• A copy of your latest tax return and Notice of Assessment
• Photocopies of your latest investment statements, e.g. RRSPs, GICs, stocks, bonds, mutual funds, etc.
• Insurance Policies – life, critical illness, long term care and disability
• A copy of your and your spouse’s Will and Power of Attorney
• Banking statement, mortgage and other debt amounts
• Company pension manuals and statements
• Information on your group benefits
• Personal Financial Plan