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.

Retirement Assessment Pre-Retirement Questionnaire