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“All our dreams can come true, if we have the courage to pursue them – Walt Disney”


Knowing the difference between what you own (your assets) and what you owe (your liabilities) is a measure of your financial health and well being.

Spectrum Financial Strategies

Financial Assets

Chequing Accounts $  
Savings Accounts $  
RRSP Investments $  
Non-Registered Investments $  
Tax Free Savings Accts $  
Education Savings Accts $  
Company Pensions $  
Group Investments $  
Other $  

Total Financial Assets


Personal Assets

Home Value $  
Vacation property Value $  
Major Furniture and Appliances $  
Vehicles $  
Collectibles $  
Other $  

Total Personal Assets


Non-Financial Investments

Real Estate value $  
Business Ownership $  
Other $  

Total Non-Financial Investments


My Liabilities

Line of Credits $  
Credit Cards $  
Car loans $  
Home mortgage $  
Other property mortgages $  
Other $  

Total Liabilities


Total Assets

Total Liabilities



339 Huronia Road • Barrie, ON L4N 8Z1 • Phone: (705) 725-0562 • Email:

Mutual Funds and Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc. Other Products and Services are offered through Spectrum Financial Strategies

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