Contact us

Leadership Group
photo of Scott MacKenzie
Scott MacKenzie President
photo of Kevin Barber
Kevin Barber CAO
photo of Bryan Moffitt
Bryan Moffitt COO
photo of Kevin Robinson
Kevin Robinson CFO
photo of Paul Stapleton
Paul Stapleton CTO
photo of Joel Bernard
Joel Bernard Head of Sales and Relationship Management
photo of Paige Wadden
Paige Wadden Chief Compliance Officer and VP, Risk Oversight
Sales and Business Development
photo of Stephen Cosburn
Stephen Cosburn VP, Sales and Relationship
Management
(416) 216-2670
photo of Lawrence McCann
Lawrence McCann VP, Sales and Relationship
Management
(416) 216-4485
photo of Giles Anderson
Giles Anderson Regional Director, Sales and
Relationship Management
(416) 216-4491
photo of Brett McKinstry
Brett McKinstry Director, Sales and Relationship Management (416) 216-4430
photo of Tisha Lawton
Tisha Lawton VP, Product Solutions (416) 216-2650
decorative

Declarations of Trust

Dear Plan Holder:

The Declarations of Trust & Terms and Conditions associated with the change in trustee are available below:

If you have any questions regarding this change, please contact your Investment Advisor/ Portfolio Manager.

Thank you.

Form/Formulaire English Français
Education Savings Plan (Family)
Régime d’épargne-études (familial)
RESP - Family Application Demande de REEE - Familial
Education Savings Plan (Family) Declaration of Trust
Déclaration de Fiducie - Régime d’épargne-études (familial)
RESP - Family Declaration of Trust Déclaration de Fiducie - REEE - Familial
Education Savings Plan (Individual)
Régime d’épargne-études (individuel)
RESP - Individual Application Demande de REEE - Individuel
Education Savings Plan (Individual) Declaration of Trust
Déclaration de Fiducie - Régime d’épargne-études (individuel)
RESP - Individual Declaration of Trust Déclaration de Fiducie - REEE - Individuel
Retirement Savings Plan/Retirement Income Fund Application
Demande de régime d’épargne-retraite ou de fonds de revenu de retraite
RSP-RIF Application Demande de RER-FRR
Self-Directed Retirement Savings Plan Declaration of Trust
Déclaration de Fiducie - Régime d'épargne-retraite autogéré
RSP Declaration of Trust Déclaration de Fiducie - RER
Self-Directed Retirement Income Fund Declaration of Trust
Déclaration de Fiducie - Fonds de revenu de retraite autogéré
RIF Declaration of Trust Déclaration de Fiducie - FRR
Tax-Free Savings Account Application
Demande de compte d’épargne libre d’impôt
TFSA Application Demande de CELI
Self-Directed Tax-Free Savings Account Declaration of Trust
Déclaration de Fiducie - Compte d'épargne libre d’impôt autogéré
TFSA Declaration of Trust Déclaration de Fiducie - CELI
Addendums  
Alberta LIF AB LIF Addendum s.o.
Alberta LIRA AB LIRA Addendum s.o.
British Columbia LIF BC LIF Addendum s.o.
British Columbia LIRA BC LIRA Addendum s.o.
Federal LIF
Fédéral FRV
Federal LIF Addendum Avenant FRV - Fédéral
Federal LIRSP
Fédéral RERI
Federal LIRSP Addendum Avenant RERI - Fédéral
Federal RLIF
Fédéral FRVR
Federal RLIF Addendum Avenant FRVR - Fédéral
Federal RLSP
Fédéral REIR
Federal RLSP Addendum Avenant REIR - Fédéral
Manitoba LIF MB LIF Addendum s.o.
Manitoba LIRA MB LIRA Addendum s.o.
New Brunswick LIF
Nouveau-Brunswick FRV
NB LIF Addendum Avenant FRV - NB
New Brunswick LIRA
Nouveau-Brunswick CRI
NB LIRA Addendum Avenant CRI - NB
Newfoundland LIF NF LIF Addendum s.o.
Newfoundland LIRA NF LIRA Addendum s.o.
Newfoundland LRIF NF LRIF Addendum s.o.
Nova Scotia LIF NS LIF Addendum s.o.
Nova Scotia LIRA NS LIRA Addendum s.o.
Ontario LIF
Ontario FRV
ON LIF Addendum Avenant FRV - ON
Ontario LIRA
Ontario CRI
ON LIRA Addendum Avenant CRI - ON
Quebec LIF
Québec FRV
QC LIF Addendum Avenant FRV - QC
Quebec LIRA
Québec CRI
QC LIRA Addendum Avenant CRI - QC
Saskatchewan LIRA SK LIRA Addendum s.o.
Saskatchewan PRIF SK PRIF Addendum s.o.