Here is a complete list of documents we'll need for your assessment:
- Most recent T1 Tax Return;
- Notice of Assessments;
- Employer Pay Stubs;
- Employee Benefits Statement;
- Employee Pension Statement;
- Most recent Mortgage Statement;
- Loan Statements;
- Most recent investment statements (RRSP's, Mutual Funds, GICs …);
- Insurance policies;
- Wills;
- Any other documentation you feel may be helpful.