Here are a couple of things to help prepare for your first meeting:

  • Think about your goals – What

    are your short-term and long term

    goals? What are you

    looking to achieve?

  • Organize your financial statements –

    Gather any mutual fund, RRSP or TFSA

    statements. Plus any insurance

    policies, debts, mortgages and

    monthly payments. The more

    information, the better.