Documents to bring to your meeting with an advisor
Buying a home
- Proof of income (pay stub, Federal Notice of Assessment, etc.)
- Proof of income if you are self-employed (tax returns of the last 3 years)
- Investment statements
- Offer to purchase on your new home
- Municipal and school tax bills
- Copy of the listing, if the purchase is through a real estate agent
- Statement of income and expenses, as well as current leases for all units if you are purchasing an income property
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Building a home
- Proof of income (pay stub, Federal Notice of Assessment, etc.)
- Proof of income if you are self-employed (tax returns of the last 3 years)
- Investment statements
- Plans, quotations and bid from the contractor
- Copy of the contractor's licence
- Copy of the preliminary contract (equivalent of the offer to purchase)
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Already a homeowner
- Proof of income (pay stub, Federal Notice of Assessment, etc.)
- Proof of income if you are self-employed (tax returns of the last 3 years)
- Investment statements
- Offer to purchase on your new home
- Municipal and school tax bills
- Copy of the listing, if the purchase is through a real estate agent
- Proof of financing granted to the purchaser of your current home
- Statement of income and expenses, as well as current leases for all units if you are purchasing an income property
Make an appointment with an advisor - This link will open in a new window.