PERSONAL ASSET SUMMARY
|
Ownership | |||
| PERSONAL ASSETS |
Client |
Spouse |
Joint* |
| Principal Residence | $ | $ | $ |
| Household Furnishings | |||
| Jewelry | |||
| Vehicles and Boats | |||
| Other Personal Assets | |||
|
Subtotal |
|||
| CASH AND CASH EQUIVALENTS Chequing and Savings Accounts | |||
| Money Market Accounts | |||
| Term Deposits | |||
| Canada Savings Bonds | |||
|
Subtotal |
|||
| LIFE INSURANCE CASH VALUE | $ | $ | $ |
| Other Liquid Assets (such as Treasury Bills) | |||
|
Subtotal |
|||
| RETIREMENT ASSETS | |||
| RRSPs/RPPs | |||
| Registered Retirement Income Funds (RRIFs) | |||
| Life Income Funds (LIFs) | |||
| Corporate Pension and Profit Sharing Plans | |||
| Corporate Saving or Stock Purchase Plans | |||
| Tax-deferred Annuities | |||
| Other Retirement Assets | |||
|
Subtotal |
|||
| CLOSELY-HELD BUSINESS INTERESTS -Professional Practice | |||
| Manufacturing or Retail | |||
| Farm | |||
| Other Closely-held Business(es) | |||
|
Subtotal |
|||
| FIXED-INCOME INVESTMENTS :Notes Receivable | |||
| Mortgages and Mortgage Mutual Funds | |||
| Guaranteed Investment Certificates | |||
| Taxable Bonds and Bond Funds | |||
| Other Fixed-income Investments | |||
|
Subtotal |
|||
| EQUITY INVESTMENTS: Convertible Bonds | |||
| Stocks Publicly Traded | |||
| Stocks Not Publicly Traded | |||
| Other Equity Investments | |||
|
Subtotal |
|||
| REAL ESTATE: Commercial and Residential Rental Property | |||
| Undeveloped Land | |||
| Other Real Estate | |||
| HARD ASSETS: Gold, Silver and Other Hard Assets | |||
| Art, Gems and Collections | |||
| OTHER DIRECT INVESTMENTS (including Agriculture, Research and Development, Exploratory Oil and Gas Drilling, and Equipment Leasing Limited Partnerships) | |||
| TOTAL ASSETS | $ | $ | $ |