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.