Financial advisor checklist

What to bring to your meeting

• A notepad and pen for taking notes
• Statements of any current investments
• A recent pay stub
• A mortgage statement if you have one
• 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?
  • What rate of return should I expect from my portfolio?

Downloads

Financial advisor checklist