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

411KB

Use this form to register for online account access.