Your Personal Balance Sheet Page 3
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6Balance sheet
Assets (what you own)
Client
Spouse
Cash
Savings and chequing account
$
$
Notes receivable
Life insurance (cash surrender value)
Investments
Stocks
Bonds
Term deposits
Mutual funds
Registered plans
Annuities
Registered pension plans
Equity interest in a company
Loan to a private corporation
Mortgages receivable
Fixed assets
Residence
Secondary residence
Income property
Personal assets
Vehicles (car, RV, etc.)
Professional equipment
Furnishings
Clothing, jewellery
Works of art
Collections
Other assets
$ 0.00
$ 0.00
Total assets
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Parent category: Business