Guided intake

RRSP paperwork, prepared before we meet.

Contribution room, spousal plans and beneficiary designation. Twenty minutes at home instead of forty at a desk.

Nothing is uploaded. Your browser builds the package and saves it to this device. About 15 minutes.

The plan

What you are opening, and how much you intend to put in. Estimates are fine.

Plan type

Spouse's full name

The spousal plan belongs to them; you take the deduction.

Contribution room on your notice of assessment

Leave blank if you do not have it to hand — we can look it up together.

Amount you plan to contribute now

Contribution frequency

Do you have an employer RRSP or pension?

What does your employer match?

Employer matching beats almost everything else. Worth capturing it in full first.

Transferring an existing RRSP in?

From which institution?

Ask for a direct transfer, never a withdrawal and re-deposit.

Where your answers go

Nowhere. No request is made to any server, including mine, so there is nothing of yours anywhere for me to lose. Your answers and documents are saved in this browser, on this device, and nowhere else.

So a refresh, closing the tab, or shutting the laptop is safe — come back to this page in the same browser and you will pick up where you left off, attachments and all.

Because it is saved on this device, use Delete my answers when you are finished — especially on a shared or work computer. Anything left untouched is deleted automatically after 30 days.

That is a deliberate design decision. If I stored this, I would become custodian of a pile of personal information under Alberta's privacy law. There is nothing to breach if nothing is held.

Read the privacy policy

Before you start

Stuck on a question?

Leave it blank and note it in the last step. Nothing here has to be perfect — it exists to save forty minutes of a meeting, not to replace one.

Ask me

RRSP paperwork, prepared before we meet.

About you

The plan

Beneficiary

Employment and finances

Declarations

Anything else

Your documents

Review and download

How to get it to me