The following documents will help us understand your financial situation in more detail:
- Investment statements (i.e. RRSP, RRIF, RESP, cash account)
- Notices of assessment (past 2 years)
- Prior year tax return
- Pension statement from employer (if applicable)
- Benefits statement from employer (if applicable)
- Pay stubs for latest 2 pay periods (if applicable)
- Canada pension plan (CPP) statements
- Life and disability insurance policies
- Family tree
- Latest will, power(s) of attorney and other legal documents
- Latest mortgage and other loan statements
Return to Our Process
