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Your personal balance sheet
Calculate your net worth using a list of what you own (assets) and what you owe (liabilities) at a given point in time. Your balance sheet is a useful tool for
making big nancial decisions or developing investment strategies.
Assets (What you own) Approximate value
Current assets
Cash (chequing account balance) $
Savings account $
Savings bonds (Canada and Quebec) $
Term savings (regular or redeemable and maturing within 12 months) $
Other assets (money market funds, T-bills, etc.) $
Total current assets
Non-registered investments
Term savings (regular and maturing after 12 months) $
Indexed term savings $
Desjardins Permanent Shares $
Bonds (e.g.: corporate bonds, strip coupons, debentures). Do not include savings bonds. $
Investment funds $
Cash surrender value of life insurance $
Capital régional et coopératif Desjardins $
Fonds des travailleurs (FTQ, CSN, etc.) $
Stock savings plan (SSP) $
Stock $
Other $
Total non-registered investments
Registered plans
Registered Retirement Savings Plan (RRSP) $
Locked-In Retirement Account (LIRA) or Locked-In RRSP $
Registered Retirement Income Fund (RRIF) $
Life Income Fund (LIF) $
Registered Education Savings Plan (RESP) $
Annuity (Life or Fixed-term) $
Registered Pension Plan (pension fund) $
Deferred Prot-Sharing Plan (DPSP) $
Tax-Free Savings Account (TFSA) $
Other $
Total registered plans
Personal assets
Furniture $
Vehicles (car, boat, motorcycle, snowmobile, camper, motorized vehicle, etc.) $
Primary residence $
Secondary residence (cottage) $
Rental property (income property) $
Land $
Collections $
Art $
Jewels $
Other $
Total personal assets
Total assets
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