Why a net worth statement is worth it
Discover the benefits of a net worth statement — how it can help you and how you can create your own.Why a net worth statement is worth it
The best plan for you
Other helpful planning resources to consider:Enjoy today and save for tomorrow
Want to manage your money so you can pay off debt and build and protect your savings? Review your results with an advisor to ensure you’re covering all your financial needs.Send your results
Non-registered savings and investments
This includes other taxable non-registered savings and investment accounts such as cash, chequing and savings accounts, guaranteed investment certificates (GIC), mutual funds, annuities, stocks, bonds, etc.
Registered retirement savings
This includes all of your registered accounts such as registered retirement savings plans (RRSP), group RSPs, defined contribution pension plans (DCPP), defined benefit pension plans (DBPP), locked-in RSPs/LIRA, etc.
This includes a detached home, semi-detached home, townhome, apartment or condominium that you own. Enter the current value, not what you originally paid or think this asset will be worth in the future.
This is the current principal balance for any other real estate mortgages you may have. This includes mortgages on cottages, vacation or rental properties and any other real estate.
This includes a cottage, vacation property, rental property or other real estate properties that you own. Enter the current value, not what you originally paid or think this asset will be worth in the future.