In order to complete the financial analysis, any of the following that apply to your situation should be brought to the meeting:
[cs_icon_list][cs_icon_list_item icon=”fa-check”]Copies of your most recent personal and corporate tax returns along with the assessment notices from CCRA confirming the returns, showing any outstanding items, and your RRSP contribution limits.[/cs_icon_list_item][cs_icon_list_item icon=”fa-check”]Copies of recent statements for your registered and non-registered investment as will as the most recent statement for your chequing account.[/cs_icon_list_item][cs_icon_list_item icon=”fa-check”]Copies of the last assessment notice for any real estate you may own.[/cs_icon_list_item][cs_icon_list_item icon=”fa-check”]Copies of any existing Wills, Power of Attorney appointments and Business Agreements.[/cs_icon_list_item][cs_icon_list_item icon=”fa-check”]Copies of existing property and casualty insurance policies including your home, condo and car insurance.[/cs_icon_list_item][cs_icon_list_item icon=”fa-check”]Copies of any existing personal life, disability and critical illness policies.[/cs_icon_list_item][cs_icon_list_item icon=”fa-check”]If you are a member of an employee benefit plan, a copy of the benefit booklet.[/cs_icon_list_item][cs_icon_list_item icon=”fa-check”]If you are a member of an employee pension plan, a copy of recent pension statements.[/cs_icon_list_item][cs_icon_list_item icon=”fa-check”]Your statements from the Canada Pension Plan.[/cs_icon_list_item][cs_icon_list_item icon=”fa-check”]List of any outstanding debts including credit cards, lines of credit and mortgages. This should include interest rates and maturity/renewal dates where applicable.[/cs_icon_list_item][cs_icon_list_item icon=”fa-check”]Any other documentation that might help your planner get a better understanding of your financial picture.[/cs_icon_list_item][/cs_icon_list]