Client Solutions

Discovery - What to Bring

Discovery - What to Bring

In order to make our time together most effective, kindly bring the following documents with you to help us complete your Personal Wealth Management Strategy™:

  • Copy of your Investment Policy Statement (IPS)
  • Copy of your most recently updated Financial Plan
  • A copy of your latest tax return and tax assessments
  • Photocopies of your latest investments statements, e.g. RRSPs, GICs, stocks, bonds, mutual funds, etc.
  • Banking statement, mortgage and other debt amounts
  • Insurance Policies – life, critical illness, long term care and disability
  • Confirmation of completion for yourWills, Powers of Attorney and Personal Directives (copies can be made available at a later date for review)
  • Company pension manuals and statements
  • Group Benefits manual

...plus any other documents that you feel may be helpful in assessing your situation.