u/TackleOk6250

I am in the early stages of retirement planning, and wondering what are key data that i need to gather prior to facilitate entering the data in the adviice platfrom. I have a RRSP, LIRA, CCPC, TFSA, Non Reg. Wife has RRSP, spousal RRSP, RDSP, TFSA, Non Reg. we also have Bank Accounts and Joint Bank Accounts. Other than balances of each of these accounts what other info is needed?

TIA. Excited to see what the platform says.