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Once
you have an appointment to meet with Dixie, here are some checklists
of what to bring to help you get the most from your review!
Portfolio
Review
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Your specific questions and
concerns |
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All statements of GICs or other
investments for overall balancing |
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Most recent tax assessment |
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Unused capital gains / losses |
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RRSP carry forward |
Estate Review
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Life Insurance programs - personal
or company benefits |
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All Pension Benefits programs |
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The date wills, power of attorneys
were last updated |
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Trust or estate documents or
information |
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List of assets and liabilities |
Overall Plan Update (RSP, RIFF, SWP, PAC)
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Most recent Notice of Tax
Assessment from Canada Customs and Revenue Agency |
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Most recent pension benefit
information |
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List of GICs and other investments
for overall balancing |
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Life insurance programs and
premiums |
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Current value of assets - house,
car, boat, cottage, rental properties etc. |
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Current value of liabilities -
taxes, loans, lines of credit, mortgages etc. |
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