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    Meeting with us? Be prepared, find out what you need to bring.

    What is your meeting about? Click the links below to find out what you need to bring to your appointment (identification, proof of income, bank statements, etc.) Use our helpful documents & checklists as a guide.

    Borrowing For Your Home (Mortgages)

    Additional Mortgage Information

    Borrowing For What's Next (Loans/Lines of credit)

    Everyday Banking (Personal Accounts & Credit Cards)

    Business Banking (Sole Proprietorships/Corporations/Partnerships/Registered Societies/Unincorporated Associations)

    Saving For Your Future/Investments (RRSPs, RESPs, TFSAs, FHSAs)

    Appointing a Power of Attorney

    Managing an Estate