We're here for you – ready to listen, support and navigate this together.

In the interest of the health and well-being of the communities we serve, our branch offices are not meeting in person with new and existing clients at this time. We will continue to serve you through several virtual options. 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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