Checklist For Your Financial Advisors

Last Updated: September 25, 2022Print Version (PDF)

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
    • 2nd 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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