Financial Assets

Financial assets are accounts you own like RRSPs, TFSAs, RESPs etc. It can also include pension accounts like a Defined Contribution Pension Plan (DCPP).

If you're missing an account you can make changes to the accounts you own by going to Profile > Types of Accounts.

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