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Decision Tools

Net Worth Calculator

 
Assets (what you own)
Non registered assets
Chequing/savings account(s) $
GICs/term deposits $
Canada Savings Bonds $
Stocks, bonds, mutual funds $
Investment properties $
Cash value of life insurance $
Other:
   Home(s) $
   Automobile(s) $
   Boat(s) $
    $
    $
    $
Registered assets
RSPs, DPSPs, RIFs $
Locked-in RSPs, LIRAs, LIFs, LRIFs $
Value of pension plan(s) $
Other (e.g. annuities) $
$
$
$
$

Liabilities (what you owe)
Mortgage(s) (1) $
Income/property taxes owing $
Car loan/lease (2) $
Credit card balance(s) $
Personal line of credit $
Other loans $
Other debts $
Unpaid bills $
Other obligations (3) $
$
$
$
$

Note: Record the value of all assets and liabilities, putting a realistic market value on tangible assets such as property, car(s), etc.
(1) outstanding principal on mortgage(s)
(2) outstanding principal on car loan or total outstanding leasing obligation
(3) annual amount of other obligations including daycare, alimony payments, etc.


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