Planning tools · For advisors & their clients

The household's net worth, and what it can carry

The family balance sheet in one place — you, your spouse or partner, even the children's accounts — organized the way wealth is actually held: the home and joint accounts shared, registered accounts individual (a TFSA or RRSP can't be joint), the kids' money in its own bucket. Then two readings a lender cares about: how much of the home's equity is genuinely reachable, and whether the household's documented liquid assets open the net-worth qualification lane.

✓ Verified math — the arithmetic on this page is proven against independent reference calculations; the proof is printed near the bottom.

Joint & household

Principal home
$
Other real estate
$
Joint investments & bank accounts
$
Mortgage on the home
$
HELOC balance drawn
$
Other property mortgages
$
Other joint debts
$

Yours

Non-registered investments
$
TFSA
$
RRSP / RRIF
$
Cash & equivalents
$
Corporate / holdco investments
$

Counts in net worth; how lenders credit it for qualification is a per-file conversation.

Your other debts (loans, cards)
$

Spouse / partner

Non-registered investments
$
TFSA
$
RRSP / RRIF
$
Cash & equivalents
$
Corporate / holdco investments
$
Their other debts
$

Children

RESP balances
$

Legally the subscriber's account — shown in the children's bucket because that's what the money is for.

In-trust & other savings for the kids
$
Household net worth
$0
Joint & household, net of property debt$0
Yours, net$0
Your partner's, net$0
The children's$0
The household$0

Reachable home equity

$0

Documented liquid assets — the borrowers'

$0

A strong household balance sheet with an awkward income is exactly the file this desk was founded on. The net-worth programs read it correctly.

Read the high-net-worth program Arrange a confidential introduction

Ramin Hallaji, Principal — licensed in British Columbia (BCFSA) and Alberta, Dominion Lending Centres Group · 778-879-6768 · ramin@privatewealthfinancing.ca

Illustration only — not advice, not a credit decision, and not an offer of financing. Reachable equity uses the federal guideline caps for an owner-occupied home; investment properties carry their own per-lender caps and are deliberately left out of that lens. "Documented liquid" means the borrowers' cash, non-registered and TFSA money (joint accounts included) — registered accounts are excluded because their after-tax value and lender treatment vary per file; corporate holdings count in net worth but are credited per file; and the children's money belongs to the children, so it never enters the qualification lens. Every figure a lender uses gets verified against statements; this page just organizes the conversation. Private Wealth Financing arranges mortgage financing only.