The Balance sheet presented by Jolin, Turcotte & Ass., Inc. Info: www.jolinturcotte.ca
(450) 375-3702

As at (date) :
Assets
You
Your spouse
Total

Investments :

     

Cash

     

Savings

     

Short Term Deposits

     

REER

 

   
Placement Certificate      
Actions      
Obligations, Treasury Bonds,…      
Others      

Total Investments (1) :

     

     

Real Estates :

   

 

House

 

   

Revenue building

 

 

 

Cottage

   

 

Furniture

 

   

Others

     

Total Investments : (2)

 

 

 

 

 

 

 

Vehicles :

 

 

 

Car(s)

     

Motorcycle

 

 

 

Boat

 

 

 

Total vehicles : (3)

 

 

 

 

 

 

 

Total Assets (1+2+3) :

 

 

 

 

 

 

 

Liabilities

 

 

 

 

 

   

Credit Cards

 

 

 

Credit Margin

 

 

 

Personal loan

 

 

 

Car loan

     

Accounts Payable

 

 

 

Taxes Payable

 

   

Mortgage

     

 

 

   

Total liabilities :

 

 

 

 

 

   
Net Assets
(Total assets – Total liabilities)