To understand you and what’s important to you we need some information.

Please provide the following documents and complete the documents below.

• Life Insurance Policies
• Disability insurance Policies
• Registered and Non-Registered Investments (RRSP, Non-Reg, TFSA, RESP)
• Your company’s benefit booklet
• • group insurance benefits
  • pension plans
  • other related information
• Mortgage Statement
• Most Recent Tax Returns (Notice of Assessment)

If you are retiring in the next 2 years:

• Please obtain your CPP Statement of Contributions by calling 1-800-454-8731 or you can visit the CPP website for more information.

If you have a business:

• Copies of the most recent Financial Statements of Businesses (ie. Shareholder agreement, buy/sell agreement
• Corporate Structure

Please complete items 1 & 2

Item 1 – must be completed
Item 2 – please review and complete as much as you can to review during next meeting

One per person
(online or pdf version)

Download (pdf) – print and complete

One per family
(electronic or pdf version)

 Download (complete electronically)
Download (pdf) – print and complete