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.