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Document Centre

Industry Standard Forms

We have made available many of the most common forms and documents required when initiating a transaction. If you require a specific form or document not listed below, please contact us and we will make it available right away


Retirement Account Forms and Tools
T2030 Gov Government RRSP Direct Transfer Under Subparagraph 60(l)(v) (updated 2013-05-23)
T2033 Gov Government RRSP Direct Transfer Under Paragraph 146(16)(a) or 146.3(2)(e) (updated 2013-05-23)
T2151 Gov Direct Transfer of a Single Amount Under Subsection 147(19) or Section 147.3 (updated 2013-05-23)
T2220 Gov Transfer from an RRSP or a RRIF to another RRPS or RRIF on Breakdown of Marriage or Common-Law Partnership (updated 2014-10-31)
T3012 Gov Tax Deduction Waiver on the Refund of Your Unused RRSP Contributions (updated 2012-12-12)

Retirement Planning Tools

Use the calculators to estimate future retirement income needs, RRSP contributions or retirement pension income then decide on the best investment options for you.
RRSP Retirement Calculator RIF/LIF/LRIF Calculator
Visit the Canada Revenue Agency Website for more information on the Registered Retirement Savings Plan.

More information

Educational Account Forms and Tools
HRSDC SDE 0074 Overcontributions to RESPs and Grant Repayment Form
HRSDC SDE 0088 RESP Transfer (Form A: General Information - Subscriber) (updated 2013-05-23)
HRSDC SDE 0089 RESP Transfer (Form B: RESP Account / Beneficiary Transfer Information - Receiving Promoter) (updated 2013-05-23)
HRSDC SDE 0090 RESP Transfer (Form C: RESP Account / Beneficiary Transfer Information - Relinquishing Promoter) (updated 2013-05-23)
HRSDC SDE 0093 Basic and Additional Canada Education Savings Grant (CESG) and Canada Learning Bond (CLB)
HRSDC SDE 0093 Annex A CESG and CLB: ANNEX A - Additional Beneficiaries
HRSDC SDE 0093 Annex B CESG and CLB: ANNEX B - Primary Caregiver and/or Custodial Parent/Legal Guardian
HRSDC SDE 0093 Annex C CESG and CLB: ANNEX C - Application: Saskatchewan Advantage Grant for Education Savings (SAGES)
SIN App Gov Government SIN Application Form (updated 2014-10-31)

Education Planning Tools

Get started by estimating the expenses your children will incur during their post-secondary school years.

RESP Calculator

Visit the Canada Revenue Agency Website for more information on the Registered Educational Saving Plan.

More information 
Disablity Savings Account Forms and Tools


Registered Disability Planning Tools

Visit the Canada Revenue Agency Website for more information on the Registered Disablity Savings Plan.

More information
Home Buyers Forms and Tools
T1036 Gov Home Buyers' Plan (HBP) Request to Withdraw Funds from an RRSP (updated 2014-10-31)

Visit the Canada Revenue Agency Website for more information on the Home Buyers Plan.

More information
Other Forms and Tools

Note: All forms must be completed in consultation with your Financial Advisor or Planner.

Other Documents and Tools
  • Industry Standard Forms
  • GP Wealth Forms
  • Client Relationship Document
  • Account Agreement
  • Calculators
Important Information

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