What Documents Do I Need Before Meeting With a Financial Planner?

Getting Started
Written By Jason Evans, CFP®

You've learned about the benefits of planning for retirement and now you're ready to get started. Here is a list of the documents you’ll need:

Financial Documents for Retirement Planning

  • Income Documents

    • Income tax returns (2 years)

    • Most recent Notice of Assessment

    • Year-end payslip

    • Workplace pension statement

    • Canada Pension Plan (CPP) statement

  • Savings and Investment Documents

    • Registered Retirement Savings Plan (RRSP)

    • Tax-Free Savings Account (TFSA)

    • Other savings or investment account statements

  • Summary of Debts

    • Mortgage

    • Credit cards and other loans

  • Real Estate Summary

    • Personal residence assessment

    • Recreational or rental property assessment

  • Insurance Policies

  • Estimate of Current Expenses

  • Business Documents

  • Estate Documents

    • Wills

    • Power of attorney

  • List of Advisors or Contacts

    • Investment advisor, accountant, lawyer, or any other professionals you consult.

Schedule Your Free Consultation Today

Thinking about getting help with your retirement plan? I offer a free introductory meeting to help you secure your financial future. You can get started today by booking an appointment.

If you’d like to do some more preparation before booking a meeting, you can check out my Retirement Planning Checklist to help.

Jason Evans, CFP®

Jason Evans is a Certified Financial Planner® who helps Canadians 50+ create secure retirement income. He offers unbiased retirement planning with no investment or insurance sales.

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