Client Information Package
1100 - 1075 West Georgia St.
Vancouver, BC V6E 3C9
(604) 687-5570
Client Information Package
1100 - 1075 West Georgia St.
Vancouver, BC V6E 3C9
(604) 687-5570
| Document Checklist |
|---|
| Government Issued ID |
| Void / Direct Deposit Form |
| Current Statement for each bank and investment account |
| Mortgage statement(s) |
| Most recent Income Tax Return and Notice of Assessment |
| Pension statement |
| Most recent two pay stubs |
| Will |
| Power of Attorney |
| Employee Benefit Booklet and Benefit Summary |
| Life / Critical Illness / Disability Insurance policies |