Net Worth Evaluation Appraisals
Overview
Real estate usually represents the largest part of an individual’s net worth.
When accurate reporting is required for lawyers, accountants, lenders or financial planners, an independent appraisal provides a clear, supportable and unbiased valuation.
Advanced Appraisals delivers standards compliant valuations that help clients understand the real estate component of their net worth with confidence.
These reports are structured for professional use and are suitable for legal disclosure, financial planning, reorganizations and wealth tracking.
A formal valuation is typically required for:
• Legal net worth statements
• Financial planning and wealth management
• Divorce and separation financial disclosure
• Business or corporate reorganizations
• Tax planning and CRA related filings
• Estate and inheritance planning
• High net worth assessments
• Bank or lender net worth reviews for financing
• Personal financial documentation and long term planning
Net worth valuations provide clarity and transparency for professionals who rely on accurate property values to complete financial statements and legal filings.
• Independent estimate of current market value
• Comparable sales analysis
• Market trend and neighbourhood overview
• Review of property characteristics and condition
• Clear explanation of valuation logic
• Reporting appropriate for legal, financial and professional use
• Optional retrospective or multi property valuation
• Support for accountants, lawyers and financial advisors
Our reports are detailed, neutral and easy to understand for any reviewing institution.
We provide net worth valuations for:
• Detached, semi detached and townhomes
• Condominiums
• Luxury and custom homes
• Investment and rental properties
• Multi unit properties up to four units
• Older homes, renovated homes and unique layouts
• Properties held within corporations or family trusts
SERVICE AREAS
We serve clients across the GTA and surrounding areas including:
Mississauga, Brampton, Oakville, Burlington, Milton, Halton Hills, Toronto, Vaughan, Richmond Hill, Markham, Pickering, Ajax, Whitby, Oshawa, Hamilton, Ancaster, Stoney Creek, Grimsby, Niagara region, Barrie, Innisfil, Bradford, New Tecumseth and all surrounding communities.
Net worth appraisal reports are used by:
• Accountants preparing financial statements
• Lawyers drafting net worth disclosures
• Financial planners and wealth advisors
• High net worth individuals
• Corporate owners and shareholders
• Real estate investors
• Trustees and estate administrators
• Lenders evaluating global net worth
Professionals rely on our valuations because they are independent, clear, supportable and aligned with accepted valuation standards.
• Professional market valuation
• Comparable sales grid
• Market and neighbourhood analysis
• Review of condition and property characteristics
• Clear summary for financial or legal reporting
• Optional consolidated multi property summary
• Digital PDF delivery
Why do I need a formal appraisal for a net worth statement?
Because lawyers, accountants and lenders require an independent valuation that is professionally supported and defensible.
Do you provide valuations for related party transfers?
Yes. We can value several properties at once and provide a consolidated summary.
Are net worth appraisals different from regular appraisals?
The valuation process is similar, but the report is formatted specifically for legal and financial reporting.
Can this appraisal be used for divorce or separation?
Yes. Net worth appraisals are often used in family law matters.
Do lenders accept your net worth valuation reports?
Yes. Our format is lender friendly and widely used across the GTA and surrounding areas.
Can you complete a retrospective valuation for past years?
Yes. Retrospective valuations are available for historical net worth statements or amended filings.
