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!
Contact Us

ZENALLY

Chartered Professional Accountants LLP

Send Us a Message

Payments

Please send eTransfers to
etransfer@zenally.cpa

Red Deer

(403) 343-2723

reddeer@zenally.cpa

516 Laura Avenue
Gasoline Alley
Red Deer County, AB
T4E 0A5

Map Link IconMap Link

Innisfail

(403) 227-4590

innisfail@zenally.cpa

5031  49 Street
Innisfail, AB
T4G 1A4

Map Link IconMap Link

All personal customer and business information submitted through this website will be held confidential. Privacy Policy

ZENALLY
Chartered Professional Accountants LLP
Copyright 2024 All Rights Reserved

DISCLAIMER: Any accounting, business, or tax advice contained on this website is not intended as a thorough, in-depth analysis of specific issues, nor a substitute for a formal opinion.

If you are interested in talking more about any topic on our website or specifically how the information would likely impact you, we'd be happy to chat.