Getting Started: Upload Documents

We will use the documents uploaded to find obscure information like pension adjustments, insurance benefits, tax credits etc that may be difficult to identify on your own.

We will also use the documents uploaded to cross reference the information you provided in the other sections to ensure the information is accurate and that we have a strong understanding of your current finances.

Because we provide advice-only financial planning we do not need information like your social insurance number (SIN), address, account numbers etc. For security reasons you may choose to “crop out” this information from any uploads or black out this information before uploading.

We only need to be able to identify first names and types of accounts.

Many clients prefer to gather all the documents in a folder on their computer and then upload all at once.

Example: