Date of ACB Number of Market value Total Description MER acquisition $ units $ $ 1) 2) 3) Total: Income trusts Annual Date of ACB Market Total Description distributions Quantity acquisition $ $ $ $ 1) 2) 3) Total: Note: The ACB should be adjusted downward each year to reflect capital distributions. growth securities Total: NOTE 6: Tax-free savings account (TFSA) LIQUID SECURITIES Savings bonds Face Accrued value Issuer Series Interest rate Maturity $ $ 1) 2) Total: Term deposits or guaranteed investment certificates maturing in less than 1 year
Description Date of acquisition MER ACB $ Number of units Market value $ Total $ 1) 2) 3) Total: Income trusts Description Date of acquisition ACB $ Annual distributions $ Quantity Market $ Total $ 1) 2) 3) Total: Note: The ACB should be adjusted downward each year to reflect capital distributions. growth securities Total: NOTE 6: Tax-free savings account (TFSA) LIQUID SECURITIES Savings bonds Issuer Series Interest rate Maturity Face $ Accrued value $ 1) 2) Total: Term deposits or guaranteed investment certificates maturing in less than 1 year
questionnaire-planification-financiere-en.docx