Continuing to serve you in a thoughtful way.

Throughout the challenges of recent months, we've continued to safely serve investors' needs. We are thoughtfully evaluating our office openings and in-person appointments. Learn more.

Retirement Accounts

Declaration of Trust (pdf) RSP, Spousal RSP and LIRA/LRSP
Declaration of Trust (pdf) TFSA
Declaration of Trust (pdf) LIF, LRIF, RLIF, PRIF
Ontario Addendum for a Locked-in Retirement Account (pdf) LIRA
Ontario Addendum for a Locked-in Income Fund (pdf) LIF
Alberta Addendum for a Locked-in Retirement Account (pdf) LIRA
Alberta Addendum for Life Income Fund (pdf) LIF
British Columbia for a Locked-in Retirement Account (pdf) LIRA
British Columbia for Life Income Fund (pdf) LIF
Schedule 4: Nova Scotia LIF Addendum (pdf) LIF

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