Checklist For Your Financial Advisors

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Are you planning a visit to your financial advisors? Use the following checklist to be sure you have all the information you need for your meeting.

• List of financial investments
• • Registered investments - Market Values
  • • RRSP
    • RRIF
    • TFSA
  • Non-registered investments
  • • Cost
    • Market value
    • Foreign investment statements
  • Insurance products
  • • Life insurance
    • Disability insurance
    • Group medical
    • Health spending account
    • For each of the above, as applicable
    • • Cash values
      • Terms \ expiry
      • Coverage \ payout
• Beneficiaries on all the above investments
• • Any estate or tax planning done?
  • • Provide copies of any planning or projection documents
• Legal Documents
• • Wills
  • Power of attorney
  • Personal directive
• Other Assets - Cost and Fair Market Value (FMV)
• • Personal residence
  • 2^nd Property, cottage
  • Farm land
  • Shares in your limited company \ business
  • • Financial Statements - last 3 to 5 years
    • FMV of capital assets
    • FMV of any investments held by the company

Talk with one of our tax professionals to discover what will work best for you!
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