Assets
Registered Investments
RRSPs $0.00
Spousal RRSPs $0.00
Employer pension plans $0.00
Deferred profit sharing plans $0.00
RRIFs $0.00
RESPs $0.00
Other $0.00
Sub-total #1 (total registered investments) $0.00 $0.00 $0.00
Non-Registered Investments (Liquid)
Bank account #1 $0.00
Bank account #2 $0.00
Bank account #3 $0.00
Cashable savings certificates $0.00
Canada savings/premium bonds $0.00
Treasury bills $0.00
Money market funds $0.00
Foreign currencies $0.00
Life insurance (cash value) $0.00
Other $0.00
Sub-total #2 (cash-type investments) $0.00 $0.00 $0.00
Bonds $0.00
Mortgage investments/mortgage-backed securities $0.00
Income mutual funds $0.00
Rental income $0.00
Guaranteed investment certificates $0.00
Preferred shares $0.00
Income trusts (including royalty trusts and REITS) $0.00
Other $0.00
Sub-total #3 (income investments) $0.00 $0.00 $0.00
Stocks $0.00
Equity mutual funds (Canadian) $0.00
Equity mutual funds (foreign) $0.00
Gold and precious metals (including mutual funds) $0.00
Other $0.00
Sub-total #4 (growth investments) $0.00 $0.00 $0.00
Sub-total #5 (total non-registered liquid investments) $0.00 $0.00 $0.00
Sub-total #6 (total registered and non-registered liquid investments) $0.00 $0.00 $0.00
Non-Registered Assets (Illiquid)
Principal residence $0.00
Recreational property $0.00
Income property $0.00
Limited partnerships $0.00
Business interests $0.00
Vehicles $0.00
Boats $0.00
Collectibles $0.00
Jewellry $0.00
Silver $0.00
Clothing $0.00
Furniture/appliances $0.00
Electronic equipment $0.00
Other $0.00
Sub-total #7 (total non-registered illiquid assets) $0.00 $0.00 $0.00
Liabilities
All Liabilities
Credit card balances $0.00
Personal lines of credit $0.00
Demand loans $0.00
Instalment loans $0.00
RRSP loans $0.00
Other $0.00
Sub-total #8 (total non-deductible short-term debt) $0.00 $0.00 $0.00
Student loans $0.00
Margin accounts $0.00
Investment loans $0.00
Business loans $0.00
Deductible PLC loans $0.00
Other $0.00
Sub-total #9 (total deductible short-term debt) $0.00 $0.00 $0.00
Mortgage (principal residence) $0.00
Mortgage (recreational property) $0.00
Other $0.00
Sub-total #10 (total long-term non-deductible debt) $0.00 $0.00 $0.00
Mortgage (income property) $0.00
Limited partnership loans $0.00
Other $0.00
Sub-total #11 (total long-term deductible debt) $0.00 $0.00 $0.00
Previous Year's Totals $0.00
Gain or Loss $0.00 $0.00 $0.00
Percent Change % % %
