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Personal Financial Plan Prepared for: Jack and Kim Bauer 24 Main Street Any Town, Ontario L8M 0N3 Prepared by: Disclaimer This document has been prepared to assist in the analysis of your current
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How to fill out non-registered investments - cch:

01
Gather all necessary documents related to your non-registered investments, including investment statements, receipts, and tax documents.
02
Review each document carefully, ensuring that all information is accurate and up to date.
03
Determine the current value of your non-registered investments, taking into account any gains or losses.
04
Fill out the appropriate sections of the CCH form, providing detailed information about each investment.
05
Include the name of the investment, the date of purchase, the purchase price, and any dividends or interest received.
06
Calculate the capital gains or losses for each investment, taking into account any relevant expenses or fees.
07
Ensure that all necessary declarations and signatures are completed on the form.
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Double-check all entries for accuracy and completeness before submitting the form.
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Keep a copy of the completed form for your records.

Who needs non-registered investments - cch?

01
Individual investors who have already maximized their registered investment accounts, such as RRSPs and TFSAs, may need to consider non-registered investments.
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Non-registered investments can be suitable for individuals who want more flexibility with their investments and are willing to pay taxes on any income or capital gains generated.
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Investors who have a short-term savings goal, such as purchasing a house or funding education, may choose non-registered investments.
04
Non-registered investments can also be beneficial for individuals looking to diversify their portfolios beyond registered accounts.
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Self-employed individuals or small business owners may utilize non-registered investments to complement their retirement savings strategies.
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High-income earners who have already maximized their registered accounts can benefit from non-registered investments to further grow their wealth and save for long-term goals.
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Non-registered investments can be suitable for those who prioritize liquidity and have a lower tolerance for restrictions or penalties associated with registered accounts.
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Non-registered investments refer to investments that are not held within a registered account, such as a TFSA or RRSP.
Individuals who have non-registered investments are required to report them to the Canada Revenue Agency.
Non-registered investments can be reported on Schedule 4 of your income tax return.
The purpose of non-registered investments is to generate investment income outside of registered accounts.
You must report the type of investment, the amount of income earned, and any capital gains or losses.
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