Balance sheet: take a minute to complete it
Simplify your life with our easy-to-use financial tools. In just a
few moments, you can have an in-depth look at your personal or family
finances. Creating a balance sheet will help you make informed
decisions for all your current and future projects.
Need help seeing the full financial picture? Our experts are
available to help you make the right decisions.
Start off by listing all your assets. This includes the funds in
your bank accounts, investments and objects that you own.
Enter the total balance held in your National Bank accounts, or with
any other financial institution.
Enter the amounts of your non-registered assets. These
investments don’t allow you to save tax-free. You can deposit and
withdraw funds at any time.
Cash surrender value of life insurance
Other non-registered assets
Enter the amounts held in your registered plans. These plans
allow you to save tax-free for medium and long-term projects.
Registered Retirement Savings Plan (RRSP)
Tax-Free Savings Account (TFSA)
Registered Education Savings Plan (RESP)
Registered Retirement Income Fund (RRIF)
Employer Pension Plan
Other registered plans
Tell us the estimated value of your private property: your house,
car, furniture, etc.
Secondary residence (chalet)
Other property of value (art, jewerly, etc.)
Indicate your amounts to be repaid, whether for a loan or for on a
Enter your credit card and line of credit balances, as well as your
Lines of Credit
Accounts payable (past due)
Enter the balance owed on your various loans.
Specify your total mortgage balance.
Net worth (assets minus liabilities)
Want to keep a record of your results? We can send them directly to
The information is presented for information purposes only and is
not exhaustive. National Bank does not collect this information
under any circumstances. The tool is for your personal use only.
Consult your National Bank advisor or any qualified professional
(accountant, tax specialist, lawyer, notary, etc.) for advice on
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