1. Your most recent income tax return(s) and Notices of Assessment
   
   
2. Copies of your insurance policies. (These are personal policies, not
   through your employer).
   

   • Life • Disability • Critical Illness • Long Term Care

   
   
3. Information on your employee benefits program (life & disability
   coverage). Please bring your benefits booklet and statements of your
   benefits, if available.
   
   
4. Investment/RRSP statements
   

   • Mutual funds • Term deposits • GICs • Canada Savings Bonds • Other investments (i.e. stocks, stock options)

   
   
5. Your latest pension and/or annuity statements. Please bring detailed
   pension information (booklet, if available).
   
   
6. Mortgage and loan details
   
   
7. A copy of your Will(s) & Power(s) of Attorney
   
   
8. Two recent pay stubs

• Our Value To You
• Who We Work Best With
• Our Commitment To You
• Our Three Step Process when Meeting with New Clients
• What to Bring For The First Meeting
• How We Are Paid
• What We Do For Our Clients
• We Offer
• We Source