Personal Savings / Investments include:

1. Standard Savings / Chequing

2. TFSA or high-interest savings accounts

3. RRSP

4. Self-directed or managed investments

5. Mutual Funds

6. GICs

To provide the necessary documentation, submit three months of account statements for the funds:

• Access your online banking, locate your e-statements, and save and send the last three months of PDF statements.

• Additional screenshots may be needed of recent transactions. Ensure name, account numbers, and bank logo are visible in all screenshots and statements.

Please see the list below of how to obtain a full e-statement per bank –

CIBC

TD

RBC

Scotiabank

BMO

Tangerine

Simplii

Wealth Simple