What You Need To Bring To Your First Consultation

  • Your Driver's License / Photo ID

  • Marriage Certificate or Civil Marriage Statement

  • Your three most recent years of Tax Returns (T1 General) & Notices of Assessment

  • Your three most recent pay stubs

  • Current statements for all bank accounts, investments, GICs, RRSPs, stocks, etc.

  • Before your first session, please complete our online Family Questionnaire.