Get ready for your appointment!
 

Personal financing

I want a line of credit/personal loan (eg: car loan)

  • Two (2) pieces of identification

Personal financing:

Line of credit:

New vehicule:

  • Copy of purchasing contract of the vehicule

Used vehicule:

  • Copy of vehicule registration

Additional documents for personalized advice:

  • Most recent property tax statement (if property owner)
  • Bank, RRSP or investment statements from another financial institution

I want to review my personal financing solutions

  • No documents required.

Mortgage financing

I would like an appointment to discuss mortgage financing solutions

  • Two (2) pieces of identification
  • Contact information for the solicitor/lawyer (CWA) or notary (Quebec only)
  • Void cheque or bank account statement
  • Copy of leases (if applicable)
  • Required documents related to income

Proof of down payment (for purchase only)

If savings: 

  • Bank statements for the last three months (showing that funds were available for at least three months)
  • Investment account statement (dated less than a month ago and showing a gradual accumulation over three months or more)
  • Refinancing of a property, etc. (any supporting document for your down payment)

If gift:

  • Declaration of gift with proof of donation (declaration of gift available in-branch and can be requested prior to your appointment)

If sale of property:

  • Offer to purchase for the sale of the current property
  • Proof of financing from new buyers (with no conditions)
  • Property tax bill for the current property
  • Bank, RRSP or investment statements from another financial institution

Purchase of an existing single-family property

  • Offer to purchase
  • Description of property (MLS listing)

If no MLS listing:

  • Municipal tax bill for the property
  • Municipal and school tax bill (Quebec only)

If purchase with renovation:

  • Bids or fixed-price contract (turnkey)
  • Estimates/Details of renovations/Project schedule 

Financing of a prefabricated home

  • Land deed of sale or property tax statement for the lot
  • Detailed list of costs and the plans and project specifications or the work to be done by client
  • Manufacturer contract
  • Construction permit issued by the city or municipality

Financing of an owner-built home

  • Land deed of sale or property tax statement for the lot
  • Detailed list of the work costs and schedule
  • Plans and estimates for the property to build
  • Construction permit issued by the city or municipality

Financing of a new property with a builder's contract (client’s lot)

  • Land deed of sale or property tax statement for the lot
  • Builder's contract (Quebec)/Offer to purchase (CWA)
  • Construction permit issued by the city or municipality

Financing of a new property with a preliminary contract (builder’s lot)

  • Preliminary contract (Quebec)/Offer to purchase (CWA)

Mortgage pre-approval

  • Two (2) pieces of identification
  • Proof of down payment (account, RRSP or investment statements)
  • Required documents related to income
  • Bank, RRSP or investment statements from another financial institution

Internal, external and subrogation refinancing

  • Two (2) pieces of identification
  • Existing creditor's schedule, mortgage statement or renewal deed
  • Copy of leases (if rental)
  • Required documents related to income
  • Void cheque or bank account statement
  • Last municipal tax bill
  • Last school tax bill (Quebec only)
  • Latest mortgage statement (if another institution) 
  • Bank, RRSP or investment statements from another financial institution

I want to renew my mortgage or review my mortgage financing solutions

Renewal

  • No documents required

Change payment frequency or payment date

  • No documents required

Change bank account for payment

  • If NBC, no documents required
  • If other financial institution, specimen cheque required

Mortgage transfer (assumption)

  • Two (2) pieces of identification
  • Offer to purchase
  • Most recent property tax statement
  • If in Quebec, municipal and school tax bill
  • Copy of leases (if applicable)

Investment

I want to invest in a registered account and savings plan (RRSP/TFSA/RESP)

  • Bank, RRSP or investment statements from another financial institution

RRSP/TFSA

  • Latest federal notice of assessment
  • Pay stub

RESP

  • Child’s Social Insurance Number (SIN)

Tax-Free Savings Account (TFSA) 

You can obtain information about your TFSA contribution at one of the following Canada Revenue Agency (CRA) services:

  • Through the “My Account” feature on the CRA’s website
  • Through the “Quick Access” feature of the CRA’s website
  • Through the Tax Information Phone Service (TIPS)
  • Through the CRA's individual inquiries

 I want to know more about brokerage solutions

  • Latest federal notice of assessment
  • Pay stub
  • Bank, RRSP or investment statements from another financial institution

I want advice on estate solutions

  • Death certificate
  • Marital status document/marriage contract
  • Will
  • Will searches
  • Executor: Two (2) pieces of identification
  • Bank, RRSP or investment statements from another financial institution
  • Insurance policies

I want advice about my retirement plan or savings strategies

  • Latest federal notice of assessment
  • Pension plan statement
  • Pension funds statement
  • Pay stub
  • Insurance policies
  • Bank, RRSP or investment statements from another financial institution

I want to review or renew my investment solutions

  • Two (2) pieces of identification
  • Additional documents for personalized advice:
    o   Bank, RRSP or investment statements from another financial institution

I want an appointment to discuss investment solutions

  • Latest federal notice of assessment
  • Pay stub

Additional documents for personalized advice:

  • Bank, RRSP or investment statements from another financial institution

Banking operations/Credit cards

I want to open an account (checking, saving or US dollar)

  • Two (2) pieces of identification

Additional documents for personalized advice:

  • Bank, RRSP or investment statements from another financial institution
  • Mobile device (smartphone or tablet)
  • Bill to pay

I want to know more about Mastercard credit cards

  • No documents required.

I want to know more about accounts for newcomers

  • Valid passport
  • One of the 2 following documents from Immigration, Refugees and Citizenship Canada: A permanent resident card or a confirmation of permanent residency
  • Bank, RRSP or investment statements from another financial institution

I want advice on my banking transactions

  • No documents required.

I am a student or professional in health, engineering, business or law

Students:

  • Student card with photo
  • Confirmation of registration
  • Proof of enrollment
  • Course schedule
  • Transcripts

Professionals:

  • Be able to provide proof of professional status (proof of employment, membership card or recent attestation from an association related to the profession, copy of degree, etc.)

 

Banking services for Small or Medium-Sized Enterprises (SMEs) 

I want to open a business account

  • Identify your legal structureto learn which documents and information you’ll need to bring when you opening your account.
  • Gather all the required documents and print the reference sheet to help you. To make the most of your meeting, make sure that the company information listed in your province’s business registry is up to date.

 I want to know more about Mastercard credit cards

  • No documents required

I want to know more about financing solutions

  • No documents required.

 I want to know more about investment solutions

  • No documents required.

 I’m looking for advice on banking solutions for small businesses 

  • No documents required.

I want to review my banking solutions for small businesses

  • No documents required.

Appointment by videoconference

 Learn how to connect to your appointment
 

 From your computer:

  • In your inbox, open the confirmation email you received for your appointment. 
  • Then, click the link provided for the videoconference appointment.     
  • This link will open a web page for you to join the meeting. If you have the Teams desktop application on your computer, the meeting will open directly.   
  • You will be directed to a virtual waiting room. Your advisor will give you access to the meeting.

 From your tablet or mobile phone: 

  • Before your appointment, be sure to download the Teams mobile app from the App Store or Google Play
  • Then, open the confirmation email you received. 
  • Click the link provided for the videoconference appointment. The meeting will open directly in the application.   
  • You will be directed to a virtual waiting room. Your advisor will give you access to the meeting.