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Net Worth Worksheet _Excel_ - Net Worth Statement

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  • pg 1
									Name:
            Statement of Net Worth                          Date:


                          Assets

      Liquid Assets                                                 Amount

            Cash
            Bonds, GICs, Canada Savings Bonds



      Investment Assets
           Defined Contribuiton or Money Purchase Pension
           RRSPs
           Stocks
           Rental Property



      Personal Use Assets
            Home
            Household effects
            Recreational property
            Other
      Life Insurance Assets cash value
                     payable on death $

      Total Assets
                          Liabilities
      Mortgage
      Personal Loans
      Line of Credit
      Credit Cards
      Total Liabilities

                          Net Worth
      Total Assets Less Total Liabilities




Lorna Eastman and Associates Limited
250 472 0955

								
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