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Date
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INVESTMENTSAccount #Risk Profile1 YR ReturnValue
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RRSP5555Balanced$69,000.00
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TFSA$20,000.00
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RESP$10,000.00
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Total Investments $99,000.00
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Pensions
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FAMILY ASSETSAccount #Interest RateValue
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Personal account$1,200.00
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Primary Residence$350,000.00
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Total Assets$351,200.00
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FAMILY LOANSAccount #MatureRemainingBi-Weekly PrimeLoanValue
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MortgageSept 21 201816 years3.00%2.79%$150,000.00
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Credit cards$25,000.00
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Car Loans2yrs$5,000.00
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Total Loans$180,000.00
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INCOME PROTECTIONAccount #Annual PremiumsPurpose
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(life 1 x income) workbenefit planlife protection$75,000
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mortgage ins$207,000
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Disability Group Insincome protection$1,000
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Total Protection$283,000
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CURRENT NET WORTH$270,200.00
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Current NOA
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