We suggest you bring the following to your meeting so we can fully interpret your financial situation. Some of the forms listed may not apply to your situation, bring what you can. Please note that our inital meeting will last approximately one hour.
Current RSP/RIF and / or Non-Registered investment account statements.
T4 Statement
Notice of Assessment from Canadian Revenue Agency
Copy of your will
Any employer pension data
Copies of Insurance Policy statements
SIN numbers for both yourself and your beneficiaries
Contact information for your accountant and lawyer
