text: DAGS, I agree that it would be interesting to see Scott's checklist.
  
  But a couple of comments:
  
  If one has put together an Investment Statement Policy, part of that should be something that could be described as a checklist.
  
  Also I do not believe that there is a one-size-fits-all checklist - it has to be aligned with one's investment goals and risk tolerance (which themselves should be aligned), so if Scott does indeed publish a checklist he should define the investment goals/risk tolerance that underlies it or else it's really like useless (perhaps even damaging) stuff such as your equity/fixed income mix should be a formula based on your age. 
  
  PS - Where's Cat? Maybe in a funk about selling BCE.