Complete the Discovery Tool (entering your information)

The Discovery Tool helps you organize the information your advisor needs to better understand your financial situation and goals.

You’ll complete the tool in 4 steps. You can save your progress at any time and return later if needed.

It may be helpful to have some of the following information nearby before you begin:

You do not need to have every detail ready before starting. You can use your best estimate if you are unsure and return later to update your information.

The Discovery Tool is organized into 4 steps:

Enter your basic personal details.

Add information about your family members and household.

Answer a few questions so the Discovery Tool can show the sections that are relevant to you.

Enter information about your assets, debts, and estate-related details.
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You can move through the steps in order, save your progress, and return later if needed.
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Start by entering your basic personal information.

This may include details such as your name, date of birth, contact information, and other personal details requested in the form.

Complete the fields as accurately as you can, then continue to the next step.

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Next, enter information about your family and household.

This section helps your advisor understand who is part of your financial picture, including your spouse, partner, children, or other household members.

After you complete this section, your information will be displayed in a family tree view to help confirm your entries.

In this step, you’ll answer a few questions about your financial situation.

These questions help customize the next part of the Discovery Tool by showing only the sections that are relevant to you.

For example, you may be asked whether you have real estate, debts, investment accounts such as an RRSP, TFSA, or non-registered account, or a pension.

Based on your answers, the Discovery Tool will open the sections you’ll complete in Step 4.

If you are unsure of an answer, use your best estimate and update it later if needed.

In the final step, enter information about your assets, liabilities, and estate details.

This may include items such as bank accounts, investments, real estate, mortgages, loans, insurance, or estate-related information.

Enter as much detail as you have available. You can always exit and return later.

You do not need to complete the Discovery Tool in one sitting.

Your progress is automatically saved, so you can return later and continue where you left off.

If you are unsure about a question, provide your best estimate or skip it and return later if needed.