Personal Profile
Personal Information Alexander Julia
First Name Alexander Julia
Last Name Landon Cane
Age 45 42
SIN 123 456 789 987 654 321
Marital Status Divorced Widowed
Employer Partnership East Yorkton County
Occupation
Industrial ventilation maintenance specialist/business owner
Librarian/Rental property owner
Salary $92,750 (Gross business earnings) $38,000
Other income $23,400 (Net rental income before tax)
Total Income $92,750 $61,400
Marginal tax rate (MTR) 43.4% (Ontario rate) 31.1% (Ontario
rate)
Contact Information
Street
City/Province
Postal Code
Phone Number
123 Avenue Street
Toronto, ON
X1X 1X1
111-111-1111
123 Street Avenue
Toronto, ON
X1X 1X1
111-222-2222
Children
First Name Last Name Age Dependent?
Jack Landon 5 Yes
Cara Landon 14 Yes
Alexander Jr. Landon 18 Yes
Kelly Cane 24 No
Policies and Plans Alexander Julia
Life Insurance $150,000 term-to-100 4 salary (4 $38,000)
Pension Plan No 48,785 DCPP
RRSP
TFSA
Will
No
No
Yes
No
No
Yes
Risk Profile Alexander Julia
Risk tolerance Moderate to high Low to moderate
Investment Knowledge Low Low
Investment Involvement Low Low
