What documents should I bring?
Account Opening
Personal Membership
- 2 pieces of identification
- Social Insurance Number
- Legal (CIVIC) address
Business Membership
- Certificate of Incorporation
- Articles of Incorporation
- Corporate Seal (if one exists)
New Personal Loan
- T1 General
- CRA Notice of Assessment (past 2 taxation years)
- Employment Letter
- Social Insurance Number
- Last 2 Pay Stubs (noting year-to-date totals)
New Business Loan
- T1 General
- CRA Notice of Assessment (past 2 taxation years)
- Employment Letter
- Social Insurance Number
- Last 2 Pay Stubs (noting year-to-date totals)
Personal Worth Statement
This document lists all assets and liabilities of an individual or couple and is required for all new loan requests.