Getting Started: Assets

Asset information will help us create a detailed picture of where you are today.

Using the information you provide in this section we will create a summary of your net worth. This net worth summary will also become the base for future projections.

To understand any tax sheltering opportunities, we also need a summary of your RRSP and TFSA contribution room at the beginning of the year as well as any contributions you’ve made since the start of the year. This information can be found on your notice of assessment and/or by logging into MyCRA (more instructions).

Example of Assets Section: