Clients
What You Need To Bring To Your First ConsultationΒ
Your Driver's License / Photo ID
Marriage Certificate or Civil Marriage Statement
Your three most recent years of Tax Returns (T1 General) & Notices of AssessmentΒ
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.