If you’re getting organized for a meeting with us, here is a quick checklist of the basic documents we’ll require:
- A rough outline of your income and expenses
- Recent pay stubs
- A copy of your most recent tax return and notice of assessment
- Pension and benefit statements (if applicable)
- Canada Pension (CPP) statement (This can be obtained from Service Canada)
- Savings, Investment, RRSP and TFSA statements
- Summary of any outstanding debts and related payments
Click the following link for a downloadable detailed pre-meeting checklist.