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Last two income tax returns for you and your spouse, including your current notice of assessment and RRSP limits |
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Copies of your insurance policies from all sources: (Life, Disability, Home, Auto) |
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Employee Benefits booklet, pension, DPSP and stock option plan |
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Term deposit, GIC and Canada Savings Bond statements |
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Your latest RRSP /RRIF statements |
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Mutual fund, stock and other investment statements |
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Pay slips for the last two months |
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Your pension income and annuity statements |
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A list of your monthly expenses and current credit card balances |
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Mortgage and loan documentation |
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A copy of your will and power of attorney (or intentions) |
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Copies of buy/sell or partnership agreements |
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Severance pay documents |
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Employment or pre-nuptial contracts |
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Copy of Drivers License or Passport, and SIN #, for all family members |
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