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Net Worth Worksheet

Assets (what you own)
Non registered assets
Chequing/savings account(s)	$
GICs/term deposits	$
Canada Savings Bonds	$
Stocks, bonds, mutual funds	$
Investment properties	$
Cash value of life insurance	$
Other:
Home(s)	$
Automobile(s)	$
Boat(s)	$
	$
	$
	$
Registered assets
RSPs, DPSPs, RIFs	$
Locked-in RSPs, LIRAs, LIFs, LRIFs	$
Value of pension plan(s)	$
Other (e.g. annuities)	$
	$
	$
	$
	$

Liabilities (what you owe)
Mortgage(s) ⁽¹⁾	$
Income/property taxes owing	$
Car loan/lease ⁽²⁾	$
Credit card balance(s)	$
Personal line of credit	$
Other loans	$
Other debts	$
Unpaid bills	$
Other obligations ⁽³⁾	$
	$
	$
	$
	$

Note: Record the value of all assets and liabilities, putting a realistic market value on tangible assets such as property, car(s), etc.
⁽¹⁾ outstanding principal on mortgage(s)
⁽²⁾ outstanding principal on car loan or total outstanding leasing obligation
⁽³⁾ annual amount of other obligations including daycare, alimony payments, etc.



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Last modified: 02/02/2006 16:55:17