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CONTACT DIXIE
Contact Information

E-mail Dixie

Once you have an appointment to meet with Dixie, here are some checklists of what to bring to help you get the most from your review!

Portfolio Review

Your specific questions and concerns

All statements of GICs or other investments for overall balancing

Most recent tax assessment

Unused capital gains / losses

RRSP carry forward

  
Estate Review

Life Insurance programs - personal or company benefits

All Pension Benefits programs

The date wills, power of attorneys were last updated

Trust or estate documents or information

List of assets and liabilities

  
Overall Plan Update (RSP, RIFF, SWP, PAC)

Most recent Notice of Tax Assessment from Canada Customs and Revenue Agency

Most recent pension benefit information

List of GICs and other investments for overall balancing

Life insurance programs and premiums

Current value of assets - house, car, boat, cottage, rental properties etc.

Current value of liabilities - taxes, loans, lines of credit, mortgages etc.
 

Copyright © Dixie Allen, 895 Don Mills Road, Two Morneau Sobeco Centre, Suite 108, Don Mills, ON  M3C 1W3