Complete the checklist and click "Submit" on the final page. You can also print the form and return it to us together with the documentation required.
If you have adult children or dependents, they must submit a separate form. Some fields are visible only if the applicable boxes are checked.
If you have personal non-registered investments, we will defer the preparation of your taxes until all slips are received in April.
DO NOT SUBMIT THIS FORM IF YOU ARE NOT OUR CLIENT.