| Personal Net Worth Statement | ||||
| Assets | Client | Spouse | Joint | |
| Liquid Assets | ||||
| Chequing Account | ||||
| Savings Account | ||||
| Short Term Depostis | ||||
| Other | ||||
| Total Liquid Assets | ||||
| Non-registered assets | ||||
| Term Deposits -GICs | ||||
| Bonds | ||||
| Mutual Funds - Income | ||||
| Stocks | ||||
| Mutual Funds - Equity | ||||
| Real Estate | ||||
| Other Investment Assets | ||||
| Total Non-registered Assets | ||||
| Registered Assets | ||||
| RRSPs | ||||
| DPSPs | ||||
| Pension Plans | ||||
| Other | ||||
| Total Registered Assets | ||||
| Personal Assets | ||||
| Home | ||||
| Vehicle | ||||
| Other | ||||
| Total Personal Assets | ||||
| Total Family Assets | ||||
| Liabilities | Client | Spouse | Joint | |
| Short Term Liabilities | ||||
| Credit Cards | ||||
| Lines of Credit | ||||
| Installment Loans | ||||
| RRSP Loans | ||||
| Other Obligations | ||||
| Total Short Term Debt | ||||
| Long Term Debt | ||||
| Mortgage of Personal Residence | ||||
| Loans for Personal Assets | ||||
| Loans for Invstment Assets | ||||
| Student Loans | ||||
| Total Long Term Debt | ||||
| Total Family Liability | ||||
| Family Net Worth | ||||