What to Bring to Your Initial Consultation

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 Copy of completed questionnaire
 
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 Life Insurance policies
 
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 Two pieces of identification (i.e. Birth Certificate and one other ID such as Driver's License or SIN Card
 
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 RRSP Statements, bonds, stocks, or other marketable securities owned by you
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 ALL of your credit cards (including those that have a "zero" balance) as well as any supplementary credit cards in the possession of your spouse or others
 
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 All documents relating to any legal actions you are involved in (i.e. writs, judgments, garnishments, wage assignments, etc.
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 Your most recent Credit Card statements
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 Property tax assessment of any real estate owned by you
 
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 Copy of the last tax return filed by you or on your behalf
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 Documents relating to the sale of all real estate owned by you during the past 5 years
 
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 Your most recent pay stub
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 Copy of your Separation Agreement and/or Divorce Order
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 Motor Vehicle Registrations for all vehicles registered in your name