Net Worth Statement Template
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ASSETS
Estimated Market Value (C$)
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Short-Term Liquid Assets
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Bank Account - Chequings 5,000.00
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Bank Account - Savings 2,500.00
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Non-registered investments 15,000.00
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Tax Free Savings Account (TFSA)
30,347.50
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Life Insurance (Cash Value) 1,500.00
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Long-Term Assets
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Registered Retirement Plans (RRSP's, LIRA)
55,000.00
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RESP - Child 1 25,000.00
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RESP - Child 2 10,000.00
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Employer Pension 7,500.00
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Home 500,000.00
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Other Properties 250,000.00
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Personal effects (jewelry, art, valuables)
5,000.00
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Vehicle(s) 30,000.00
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Antiques 5,000.00
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Other Assets
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TOTAL ASSETS 941,847.50
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LIABILITIES (amount you owe)
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Revolving Lines
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Credit card(s) 2,500.00
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Lines of Credit 10,000.00
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Term Loans
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Mortgage(s) 450,000.00
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RRSP loans 1,000.00
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Loans on Life Insurance 1,000.00
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Home Buyer's Plan 5,000.00
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Other Liabilities 1,000.00
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TOTAL LIABILITIES 470,500.00
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TOTAL NET WORTH 471,347.50
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*Italics mean there could or should be a
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supplementary schedule outlining the
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details.
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