XEQT Annual Portfolio Checkup Checklist (30 Minutes)
You don’t need constant monitoring. You need a repeatable annual checkup that protects your long-term plan.
30-minute checklist
Account health (10 min)
- Confirm TFSA/RRSP/FHSA contribution room usage (verify).
- Confirm recurring deposits are still active.
- Check beneficiary and profile details.
Portfolio behavior (10 min)
- Did you stay consistent during volatility?
- Did you make unplanned strategy changes?
- Is XEQT still aligned to your risk profile?
Admin and tax prep (10 min)
- Download annual statements and tax slips.
- Log contributions for your own records.
- Note any life changes for next year planning.
Turn this into your annual calendar event
One focused review beats 50 anxious app checks.
Suggested internal links
- XEQT Tax Implications: Complete Guide for Canadian Investors
- XEQT in TFSA vs RRSP: Where Should You Hold It? Complete Guide for 2025
- XEQT for Retirement: Complete Planning Guide for Canadians
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