Financial adviser checklist
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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
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