As the planning process begins, it would be helpful if you could compile the following information about yourself for our Discovery Meeting:
• Current balance of all cash assets; including bank accounts, savings accounts, etc.
• Most recent statement(s) of current non-registered investments; may include GIC’s, mutual funds, bonds, stocks, ETF’s, etc.
• Most recent statement(s) of current RRSP/RRIF/TFSA/RESP assets; may include GIC’s, mutual funds, bonds, stocks, ETF’s, etc.
• Most recent statement(s)/valuation(s) of other major assets; may include real estate, stock options, art, vehicles, etc.
• Current balance of all current liabilities/debts; may include credit card(s) (if a balance), line(s) of credit, car loan, mortgage, etc.
• A listing of current leases/rent obligations; may include real estate, cars, etc.
• Most recent statement(s) of current life insurance policies.
• Most recent statement(s) of current disability insurance policies.
• Most recent statement(s) of current critical illness insurance policies.
• Booklet outlining your present group benefits from your employer.
• A copy of your most current will.
• A copy of any partnership/share-holder agreements.
• A copy of the articles of a personal corporation and/or family trust.
• A copy of your most recent tax assessment form.
• Please prepare a personal/family monthly cash flow statement; listing income (include any rental revenue), and then expenses (include entertainment, etc.)
Our time together will be most efficient if you are able to forward this information to me prior to our next meeting; either via email ([email protected]), mail, or fax (604.732.6553). However, if this is not possible, or you are not comfortable with this idea, please be sure to bring this information with you to our meeting. This information will be the basis upon which we can create a personal financial strategy.
Should any questions come up as you compile this information, please feel free to call.
Bryson Milley, BA CFP CIM
RGF Integrated Wealth Management
Financial Advisor
Director