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Documents to bring to your meeting with an advisor

• Buying a home
• Building a home
• Already a homeowner

Buying a home:

• Proof of income (pay stub, etc)
• Investment statements
• Federal Notice of Assessment
• Offer to purchase
• Proof of downpayment
• Financial analysis (for income property)
• Photos of the building
• Cost evaluation of materials, and names of contractors
• Statement of income and expenses, as well as current leases for all units not occupied by the owner
• Municipal and school tax bills
• Copy of the Promise to Purchase, which has been duly accepted
• Copy of the preliminary contract, if the purchase is through a builder or developer
• Copy of the listing, if the purchase is through a real estate agent

Make an appointment with an advisor at a caisse.

Building a home:

• Proof of income (pay stub, etc)
• Investment statements
• Federal Notice of Assessment
• Plans and quotations
• Copy of building permit
• A bid from a recognized entrepreneur, including sub-contractors
• Copy of the preliminary contract, if the purchase is through a builder or developer

Make an appointment with an advisor at a caisse.

Already a homeowner:

• Proof of income (pay stub, etc)
• Investment statements
• Federal Notice of Assessment
• Photos of the building
• Plans and quotations (if renovating)
• Copy of building permit (if renovating)
• A bid from a recognized entrepreneur, including sub-contractors (if renovating)
• Cost evaluation of materials, and names of contractors (if renovating)
• Statement of income and expenses, as well as current leases for all units not occupied by the owner
• Municipal and school tax bills

Make an appointment with an advisor at a caisse.