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Fiera Investments
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Forms & Applications

    Account Application
    2466KB

    Use this form to open a new non-registered, RRSP or RRIF account with Fiera Investments.

    Tax-Free Savings Account (TFSA) Application
    1027KB

    Use this form to open a new TFSA account with Fiera Investments.

    RC520 Declaration of Tax Residence for Individuals
    232KB

    Use this form to declare your tax residence as an individual.

    RC521 Declaration of Tax Residence for Entities
    58KB

    Use this form to declare your tax residence as an entity.

    Pre-Authorized Debit Form
    202KB

    Use this form to authorize Fiera Investments to make regular contributions to your account.

    Transfer Authorization for Registered Investments Form
    244KB

    Use this form to transfer your registered account assets to Fiera Investments.

    Custom Portfolio Service (CPS) Application Form
    460KB

    Use this form to set up a CPS account with Fiera Investments.

    B2B Bank Investment Loan Application
    1808KB

    Use this form to request an investment loan from B2B Bank.

    B2B Bank RSP Loan Application
    424KB

    Use this form to request a registered investment loan from B2B Bank.

    Investor Account Access Request Form
    55KB

    Use this form to register for online account access.

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