Initial Meeting Checklist
Whether we are meeting for the first time or conducting an annual investment review, we recommend you bring the following documents to our meeting:
- investment statements from other investment companies
- notice of assessment from CCRA
- pension information
- CPP information
- list of debts and monthly payments
- power of attorney documentation
The quality of information that you provide will directly affect the quality of the investment plan we can create for you. If you have a question about which paperwork to bring please call our office before your scheduled meeting.
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