1) 2) 3) Bonds Cost of Date of Market value Issuer acquisition Interest rate Maturity acquisition $ $ 1) 2) 3) Total: Stripped bonds Cost of acquisition Market value Issuer Date of acquisition Rate of return $ $ 1) 2) ; Total Note: Also indicate interest declared each year on income tax return. Redeemable preferred shares Market Date of ACB Rate of Total Description Maturity Quantity value acquisition $ return $ $ 1) 2) 3) Total: Fixed income mutual funds Date of ACB Rate of Market Description Maturity Quantity acquisition $ return $
1) 2) 3) Bonds Issuer Date of acquisition Cost of acquisition $ Interest rate Maturity Market value $ 1) 2) 3) Total: Stripped bonds Issuer Date of acquisition Cost of acquisition $ Rate of return Market value $ 1) 2) ; Total Note: Also indicate interest declared each year on income tax return. Redeemable preferred shares Description Date of acquisition ACB $ Rate of return Maturity Quantity Market value $ Total $ 1) 2) 3) Total: Fixed income mutual funds Description Date of acquisition ACB $ Rate of return Maturity Quantity Market $
questionnaire-planification-financiere-en.docx