Personal Information

    I am a Canadian citizen *

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    Employment Information

    I am: *

    Name of university or college

    Number of years remaining

    Name of university or college

    Number of years remaining

    I own a corporation: *

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    Marital Status *

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    Spouse Personal Information

    I am a Canadian citizen *

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    Spouse's Employment Information

    I am: *

    Name of university or college

    Number of years remaining

    Name of university or college

    Number of years remaining

    I own a corporation: *

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    Do you have any dependents? *

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    How many dependents do you have?

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    I fund an RESP: *

    Family RESP amount

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    Financial Goals

    What are the key questions that we can help you answer through financial planning?

    E.g. Do I have enough money to retire comfortably? How long will my money last? What is the most I can spend so I will not run out of money in retirement?

    Question 1

    Question 2

    Question 3

    What are your financial goals?

    (E.g. Retirement, Home renovations, paying off debt, paying off credit cards, travel, etc.)

    Goals 1

    Goals 2

    Goals 3

    Our monthly household after tax income is

    Our total monthly household expenses are

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    Chequing and savings accounts

    's Chequing

    's Savings

    's Chequing

    's Savings

    Investment accounts

    's RRSP

    's TFSA

    's Non-registered

    's Margin account

    's RRSP

    's TFSA

    's Non-registered

    's Margin account

    Joint accounts

    RRSP and TFSA Contribution Room

    's Unused RRSP and TFSA contribution room

    RRSP and TFSA Contribution Room

    's Unused RRSP and TFSA contribution room

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    Personal Assets

    Liabilities/Debt

    Insurance Plans

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    's Corporation

    Official name of your corporation

    Assets

    Operating Account

    Savings Account

    Investment Account

    Liabilities

    Line of Credit

    Loan

    Other

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    income and expenses

    Annual revenue

    Annual expenses

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    's Corporation

    Official name of your corporation

    Assets

    Operating account

    Savings account

    Investment account

    Liabilities

    Line of credit

    Loan

    Other

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    income and expenses

    Annual revenue

    Annual expenses

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    Thank you for completing the questionnaire and !

    If you have any additional questions, please feel free to let us know