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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

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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.

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Mark Huber is a certified financial planner, author, speaker, coach and successful online entrepreneur. Marks philosophy: "The best way to predict your future is to create it...." Marks top requested titles: "The 8 Top Simple Ways To Get More Leads & Sales For Your Business On LinkedIn" "How To Blog To Make Money" "How To Get Rid Of Credit Card Debt Fast" "How To Get Rid Of Your Mortgage And Create Wealth - The UnCanadian Way" Marks mission: "To teach, support and empower people as they transform their lives!"