Enrollment / Change Forms
We've assembled some of our most requested forms in one place, for your convenience. These forms are kept current and will assist you in making changes or updating your accounts. If you have any questions or aren't sure which form you need, please be in touch and we'll gladly point you in the right direction.
Enrollment Forms
Group RRSP Application (33 KB) Non-Registered Application (32 KB) Critical Illness (Heart, Stroke and Cancer) Insurance Application (1.7 MB) Optional Group Life Insurance (5 Year Term) (1.5 MB) Tax-Free Savings Account Application (511 KB) Asset Allocation Funds (380 KB) TFSA Fund Choices (836 KB) Investment Personality Questionnaire (1.4 MB)Change Forms
Group RRSP Beneficiary Change (988 KB) Group RRSP Change of Investment Allocation (688 KB) Group RRSP Change of Member Information (74 KB) Group RRSP Notice of Death Claimant's Form (20 KB) Group RRSP Lump Sum Deposit (384 KB) Non-Registered Lump Sum Deposit (460 KB) Payroll Deduction Change (69 KB) Group RRSP Pre-Authorized Contribution (94 KB) Non-Registered Pre-Authorized Contribution (512 KB) Group RRSP Withdrawal (24 KB) Tax Free Savings Account (TFSA) Pre-Authorized Contribution (440 KB) Tax Free Savings Account (TFSA) Lump Sum Deposit (312 KB) Transfer Authorization for Registered Investments (448 KB) Transfer Authorization for Tax Free Savings Account (TFSA) (448 KB)
Homebuyers Request to Withdraw Funds 
Lifelong Learning Request to Withdraw Funds 
Keep Your Plan in Mind When developing your financial plan, it's important to define your goals beyond simply "becoming wealthy". Envision the kind of house, car, vacation destinations, and lifestyle you desire. Then, build your portfolio with this image in mind. Learn more
pur-pose: An intended or desired result.
Although it's important to save, it's also important to spend. The purpose of putting money away is to use it at a later date. Remember to reward yourself - financial success is not measured by dollar signs on a statement, but how you make the most of what you have.
Questions? Contact a member of our team