Financial adviser checklist

I have created an Excel spreadsheet that will assist you with gathering much of the following…

Your “Set For Life” - Starter Kit

(just “right click” and “save as” to your computer)

Financial adviser checklist

What to bring to your meeting:

* A notepad and pen for taking notes

* Statements of any current investments

* A recent pay stub

* A recent mortgage statement

* Insurance plan policies and account numbers of current investments

* Identification

* Past tax returns and Notices of Assessment

* A list of your investment objectives

* Your thoughts about your risk tolerance

* Your bank account statement

* Your cheque book (voided cheques are required to set up any pre-authorized cheque withdrawals)

A list of questions for the advisor, such as:

* How much should I contribute to my RRSP each year?
* What asset allocation do you recommend for me? And Why?
* What rate of return should I reasonably expect from my portfolio?

Content provided courtesy of Manulife Investments

© Copyright of this article is held by The Manufacturers Life Insurance Company (Manulife Financial). You are free to make copies of this article and to distribute it, either in paper form or electronically, as long as you do not change or remove any part of this work. All other uses are prohibited.

Manulife Investments is the brand name identifying the personal wealth management lines of business offered by Manulife Financial and its subsidiaries in Canada. As one of Canada’s largest integrated financial services providers, Manulife Investments offers a variety of products and services including segregated funds, mutual funds, principal protected notes, annuities and guaranteed interest contracts.

WealthStyles, Manulife and the block design are registered service marks and trademarks of The Manufacturers Life Insurance Company and are used by it and its affiliates including Manulife Financial Corporation.

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