The Plan! Working with individual pieces of a puzzle can make it difficult to see the big picture. By understanding all the pieces, we not only see the picture, we can direct and change it. This is the first step in building a plan to help you achive the retirement you design.

1. The Integrated Planning SolutionTM - Required Documents
The following list details the documents required to begin the process of creating your
comprehensive financial plan. Accuracy is of the utmost importance in this process therefore, we
appreciate your efforts in collecting these documents.
In the space provided, on the attached pages, please enter any information not included in the
documents below.
I am confident that you will find this experience to be very enlightening and valuable.
CHECKLIST
Enclosed
Not
Applicable
Please provide documents related to both spouses in married/common-law households
Tax Returns and Assessments for past 2 years (all family members)
Copy of latest will, power of attorney
Pension and Benefits booklet and most recent statement from employer
Latest statements for all non-registered investments including adjusted cost
base figures for each investment (GICs, Mutual Funds, Stocks, Bonds)
Past two years of financial statements from other investments such as
limited partnerships, real estate holdings, and co-ownerships
Latest statements for all registered investments (RSP, RIF, LIRA, LIF,
RESP, RPP)
Property Assessment Documents related to real estate holdings
Family Trust arrangements and related financial statements and tax return
Marital Agreements
Copies of all Life insurance policies and latest statements
Copies of all Disability insurance policies and latest statements
Most recent Mortgage, Line of Credit and Loan statements (include credit
card statements if balance is not paid fully each month)
Severance Documentation
Pay Stubs from last 2 consecutive pay periods
Canada Pension Plan statements (Or call CPP 1-800-277-9914 to get
the details)
Past two years of financial statements and tax returns for any private
businesses that you are involved in (including corporations, partnerships
and professional practices)
Copy of business buy/sell and shareholders agreements
Other Relevant Documentation
Ed Madro – Investors Group Financial Services Inc./ B2B Bank Securities Ltd. (403) 220-9654.