What to Bring to your 1st Appointment

To make our time together most effective, please bring the following documents to help us complete your Personal Wealth Management Strategy:
  • A copy of your latest tax return and tax assessments
  • Photocopies of your latest investment statements, e.g. RRSPs, GICs, stocks, bonds, mutual funds, etc.
  • Insurance Policies – life, critical illness, long term care and disability
  • A copy of your and your spouse’s Will and Power of Attorney
  • Banking statement, mortgage and other debt amounts
  • Company pension booklets and statements
  • Information on your group benefits
  • Current photo ID
  • Other

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