Experts Consulted: Trimark would like to thank the following individuals for their assistance in preparing this brochure:

• Robert D. Finlayson, partner, Smith Lyons, Barristers Solicitors

• Gilles Leclerc, partner, Desjardins Ducharme Stein Monast, Barristers & Solicitors

Review and, if necessary, update all information at least once a year. By updating your statement of net worth, you are getting a snapshot of where you are on an annual basis. This gives you the opportunity to compare where you were to where you are now and, if need be, to revise your financial plan to get you where you want to go. This should include a review of your company benefit statement for coverage and beneficiary designations for life insurance, RRSPs and pensions.