Mutual funds provided through FundEX Investments Inc.
Financial Planning for Families
Business Services
Estate Planning
Retirement Planning
Here’s a list of items you should bring:
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List of employment benefits (company statements)
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Latest Company pension plan statements
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Complete breakdown of all RRSP’s/RRIF’s including interest
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rate, purchase date,
purchase amount, maturity date and institution
purchase amount, maturity date and institution
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Last year’s tax return
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Notice of assessment (income tax)
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Your most recent pay stubs
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Personal insurance (life and disability, critical illness)
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Car and Home insurance policies
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Stocks/Mutual Funds/Bonds/GICs
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RRSP’s/RIFs/self directed plans
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Details regarding debt (mortgage(s), credit cards, PLC’s &
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loan(s)
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Wills & Power of Attorney
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Details on home ownership and recreation property
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Getting Started
Kevin O’Brien and Associates welcomes you as we meet for a free consultation at our offices. The meeting is where the focus is on you and your concerns and determining what financial challenges you face. We will review how we work, how we get paid for what we do and how you’ll benefit from our service.
Typically, once you’ve agreed to go forward, we’ll probably need 2 or 3
additional meetings to complete the financial planning process.