August 2018

I had knee surgery at the end of July.  Prior to the surgery, I was reflecting on whether I had my financial affairs in order.  Here are the items I considered:

  1. Are my will and powers of attorney up to date?
  2. Are the beneficiaries of my RRSP, TFSA and life insurance correct?
  3. Have I documented a list of my assets?
  4. Have I provided a list of people to contact with respect to my investments?
  5. Have I created a roadmap of my investments?
  6. Is there a list of codes which provide access to all my on line accounts?
  7. Did I discuss with my spouse and sons health alternatives in the event of a problem?

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