Net Worth Worksheet

Your net worth is simply the difference between what you own (assets) and what you owe (liabilities). It gives you a picture of your financial health at a specific point in time.

Your Assets (what you own)

Non-Registered Assets

Chequing/saving accounts

GICS

Savings bonds (Canadian and provincial)

Mutual funds

Stocks

Bonds

Cash value of insurance policies

Value of stock options

Value of privately held business

Other

Registered Assets

Registered retirement savings plans (RRSPs)

Registered pension plans (RPPs) - defined contribution

Registered pension plans (RPPs) - defined benefit

Registered education savings plans (RESPs)

Registered retirement income funds (RRIFs)

Tax-free savings accounts (TFSAs)

Property Assets

Principal residence

Vacation property

Cars and recreational vehicles

Art, jewelry, antiques and other collectibles

Unincorporated business assets

Annuities

Other personal assets

Your Liabilities (what you owe)

Mortgage debt

Credit card balances

Car loans

Line of credit balances

Student loans

Other debt

Note : The Net Worth Worksheet is for illustrative and general information purposes only; amounts reflected by the calculator are based on the information you have entered. Renaissance Investments will not be liable for the worksheet's results, nor for anything you may do in reliance on the results. For specific suggestions regarding your net worth situation, you should consult your advisor.