What to bring to your appointment

We look forward to meeting with you.

To make it easy for you, we’ve created a “what to bring” list for your appointment.

Please select the option below that matches your appointment type.

Appointment Types

Set up a new account or review your everyday banking needs.

Find the right product for you, whether it’s a credit card, mortgage, loan or line of credit.

Discuss your investment strategy, from GICs and mutual funds to RESPs and RSPs.

Save time on your next appointment by completing the investor profile questionnaire and trusted contact form share your results when you speak with us.

Own a small business? We can help you with your various banking needs.