Enrollment / Change Forms
We've assembled some of our most requested forms in one place, for your convenience. These forms are kept current and will assist you in making changes or updating your accounts. If you have any questions or aren't sure which form you need, please be in touch and we'll gladly point you in the right direction.
Enrollment Forms
Critical Illness (Heart, Stroke and Cancer) Insurance Application (1.7 MB) Mutual Fund New Account Application Form (1.38 MB)Change Forms
Mutual Fund Purchase Form (545 KB) Mutual Fund Redemption Form (647 KB) Mutual Fund Switch Form (378 KB) Mutual Fund Systematic Withdrawal Plan Form (536 KB) Mutual Funds Pre-Authorized Chequing Form (542 KB) Tax Free Savings Account (TFSA) Pre-Authorized Contribution (24 KB)
Keep Your Plan in Mind When developing your financial plan, it's important to define your goals beyond simply "becoming wealthy". Envision the kind of house, car, vacation destinations, and lifestyle you desire. Then, build your portfolio with this image in mind. Learn more
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