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Financial Planning Questionnaire Issue Number 5 | June 2016 Prepared for Adviser Malcontents Personal Details3Employment Details4Health 4 Social Security5Family Position5Third Parties5Lifestyle and

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What is personal finance for Canadians for?

Personal finance for Canadians is a way for individuals to track their income, expenses, assets, and liabilities.

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All Canadian residents who have income or assets are required to file personal finance for Canadians.

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Personal finance for Canadians can be filled out manually or using online software. It requires inputting details of income, expenses, assets, and liabilities.

What is the purpose of personal finance for Canadians for?

The purpose of personal finance for Canadians is to provide a comprehensive overview of an individual's financial situation.

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Information such as income sources, expenses, savings, investments, debts, and assets must be reported on personal finance for Canadians.

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