What Documents Do I Need for Retirement Planning?

Getting Started
Written By Jason Evans, CFP®

You've learned about the benefits of planning for retirement and now you're ready to get started. These are the documents you'll need:

Required Documents

  • Recent Income Tax Return

  • Recent Notice of Assessment

  • Workplace Pension Statement (if applicable)

  • CPP Statement of Earnings and Contributions

  • Investment Account Statements (RRSP, TFSA, etc..)

  • Summary of Real Estate Holdings (include estimated value, original purchase date and amount)

  • Summary of Debts (include current balance and monthly payment)

Optional Documents (May be Needed in Certain Cases)

  • Wills and power of attorney

  • Insurance policies

  • Business documents (if applicable)

  • List of other advisors (accountant, lawyer, etc..)

Schedule Your Free Consultation Today

Thinking about getting help with your retirement plan? I offer a free introductory meeting to help you secure your financial future. You can get started today by booking an appointment.

If you’d like to do some more preparation before booking a meeting, you can check out my Retirement Planning Checklist to help.

Jason Evans, CFP®

Jason Evans is a Certified Financial Planner® who helps Canadians 50+ create secure retirement income. He offers unbiased retirement planning with no investment or insurance sales.

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