The Stefano Francescut Team - Discovery
The Stefano Francescut Team
Tax, financial plan
In order to make our time together most effective, kindly bring the following documents with you to help us complete your PersonalWealth Management Strategy:
- Copy of your Investment Policy Statement (IPS)
- Copy of your most recently updated Financial Plan
- A copy of your latest tax return and tax assessments
- Photocopies of your latest investments statements, e.g. RRSPs, GICs, stocks, bonds, mutual funds, etc.
- Banking statement, mortgage and other debt amounts
- Insurance Policies – life, critical illness, long term care and disability
- Confirmation of completion for yourWills, Powers of Attorney and Personal Directives (copies can be made available at a later date for review)
- Company pension manuals and statements
- Group Benefits manual
..plus any other documents that you feel may be helpful in assessing your situation.