Open an Account
We are currently able to provide you the forms necessary to open a cash account with us. To open other types of accounts, please contact an Investment Advisor.
To open a cash account, please print out and then carefully complete the forms listed below. Please do not leave any blank fields/spaces. If you require assistance in completing any of the forms, please call us at (604) 664-2900 (toll free (800) 810-7022) for assistance. Since all forms are in PDF format, you will require a suitable reader. We recommend the free Adobe Acrobat Reader
- New Client Information Form
- Client Account Agreement
- Client Communication Consent
- Shared Premises Disclosure
- Relationship Disclosure Form
For identification purposes, you must attach a copy of either your valid drivers license or your valid passport. Please ensure that the photocopy is clearly legible and the document copied has your current address. Please also forward a personal cheque of at least $10.00 CDN to fund your account and complete the verification process (these funds will be deposited directly into your account when it is opened).