Financial Plan form Personal Financial Plan – Information Sheet Personal Information First Name Last Name Date of birth Overall health statusI am in very good healthAverage health; I am experiencing minor health issuesI am experiencing some health issues Smoker Non-smoker Current income source:EmploymentInvestmentsOther Other income source: Current annual income: CitizenshipPlease select… Canada USA CitizenshipPlease select… Other or additional (enter details) Enter details: Other citizenship or additional citizenship Assets Registered PlansRRSPTFSARESPRRIFOther registered plan Registered plan value RRSP Fair market value TFSA Fair Market Value RRSP Projected annual contributions TFSA Projected contributions RESP Fair Market Value RESP Projected contributions RRIF Fair Market Value RRIF Projected contributions Other registered plans Fair Market Value Other registered plans Projected contributions Assets ownedNon-registered investmentsReal property (principal residence)Real property (other)Rental propertyCCPCHolding CompanySole Proprietor Asset value Non-registered Investments Fair Market Value Real Property (principal) Fair Market Value Non-registered Investments Adjusted Cost Base Real Property (principal) Adjusted Cost Base Real Property (other) Adjusted Cost Base Real Property (other) Fair Market Value Rental Property Projected net rental income CCPC Estimated fair market value Holding Co Estimated fair market value Sole Proprietor Estimated fair market value Rental Property Undepreciated capital cost CCPC Adjusted cost base Holding Co Adjusted cost base Sole Proprietor Adjusted cost base Please upload tax returns and investment summary statements. Current investment mix Percentage EquityPlease select… 0 to 25% 25% to 50% 50% to 75% over 75% Percentage Fixed IncomePlease select… 0 to 25% 25% to 50% 50% to 75% over 75% Percentage other (specify)Please select… 0 to 25% 25% to 50% 50% to 75% over 75% Other (please specify type of investment): Anticipated rate of return from Equity investments: Anticipated rate of return from Fixed Income investments: Anticipated rate of return from ‘Other’ investments: Investment experience Investment attitudeConservativeModerateAggressive Investment experienceVery littleModerateSignificant Retirement goals Financial goals Retirement Legacy Growth Philanthropy Security Other Other – please specify Anticipated retirement age Desired after tax retirement income in today’s dollars All life insurance policies currently owned (details to be reviewed at next meeting)Term life insurancePermanent life insuranceLong-term disabilityCritical illnessKey man Cash value of policies Death benefit Contact Information