Personal Information: Click here
Use the Personal Information Worksheet to create a record of your contact information and dependents.

Family Information: Click here
Use the Family Information Worksheet to create a record of all the people you care most about such as your children, grandchildren, parents and close personal friends.

Financial Information: Click here
Use the Financial Information Worksheet to create a record of your Assets, Liabilities and Sources of Income.

Financial Insights Checklist: Click here
The Financial Insights Checklist is designed to provide you will clarity and an understanding of the things you can do today and, in the future, to grow and protect your wealth.

Goal Planning Checklist: Click here
Begin by reviewing the Goal Checklist and selecting any that you feel are in line with what you want to accomplish.

Goal Planning Worksheet: Click here
Once you have a set of goals that reflect what you want to accomplish, in order of greatest importance, use the Goal Planning Worksheet to describe each one in more detail and why this goal is important to you.

Wealth Planning Notes: Click here
When meeting with your financial advisors, either in person, over the phone, or a live meeting on your laptop, use the Wealth Planning Notes template to record key information discussed.

Your Financial Planner: Click here
Use the Your Financial Planner Worksheet to create a record of the individual or firm that will assume the role of financial planner. If you will be acting as your own financial planner, enter your information .

Your Other Advisors: Click here
Use the Your Other Advisors Worksheet to create a record of the other advisors you have a relationship with. Should you be unable to manage your affairs in the future; your family will know who to contact for assistance.

Letter of Engagement: Click here
You should always request a Letter of Engagement when working with a financial planner that outlines in clear terms the business relationship between you and your advisor.

Financial Review Checklist: Click here
The Financial Review Checklist, when applied to a financial analysis, is a simple yet powerful tool that helps you and your advisor identify any areas of concern that may prevent you from achieving your goals, and the next steps you should take.

Forms under construction:

Forms under construction:

Investment Policy Statement: Click here
Use the Investment Policy Statement (IPS) to outline general rules for how your investments should be managed. An IPS is an essential document for anyone that engages the services of an investment advisor.

Decumulation Checklist: Click here
Complete the Decumulation Checklist if you are nearing or in retirement and would like to determine what is most important to you in a decumulation strategy.

CPP/OAS Checklist: Click here
Complete the CPP/OAS Checklist if you are considering applying for Canada Pension Plan (CPP) and/or Old Age Security (OAS) within the next year.

Important Personal Tax Dates: Click here
This list of dates was compiled from information contained on the CRA web site as a general guide only. It is not intended to be comprehensive, and we do not warrant the accuracy.

Gifting Inventory: Click here
Use the Gifting Inventory Worksheet to record all transactions involving gifts made to family members and friends prior to your death. Gifting assets before death can have both positive and negative tax consequences, so it is important to consult with a tax professional prior to making any gifts of significant value.

Memorandum of Wishes: Click here
Use the Memorandum of Wishes Worksheet to provide general guidance to the executor of your estate and provide some clarification of your wishes pertaining to your family, friends, assets and any last requests you may have.

Death of a Taxpayer Checklist: Click here
The Death of a Taxpayer Checklist contains basic information that the family and legal representative should know to start settling the affairs of a deceased person.

Important Document Inventory: Click here
The Important Document Inventory lets you enter the location of all your important documents so that should you be unable to manage your affairs due to sickness, injury or death, your family will have access to the information they need to effectively manage your affairs.

Forms under construction:

Important Corporate Tax Dates: Click here
This list of dates was compiled from information contained on the CRA web site as a general guide only. It is not intended to be comprehensive, and we do not warrant the accuracy.

Forms under construction:

Forms under construction:

Forms under construction: