Documents that will assist your financial planner in the preparation of a retirement plan for you

These documents will greatly assist your financial planner or advisor:

• Previous tax returns for you and your spouse;
• Assessment notice (federal);
• Employee benefits booklet;
• Insurance policies;
• Statement of contributions and pension estimate;
• Bank statements;
• Mortgage statements;
• Loan statements
• Non-registered investment statements;
• RRSP statements; and
• Will / power of attorney.

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