Transfer your accounts to the Caisse

Transfer your accounts to the Caisse

Would you like to do business with the only financial institution that offers all the products and services your company needs under a single roof? It couldn’t be easier.

Here is how to transfer your accounts to the Caisse :

  1. Call the Caisse to make an appointment with an account manager, who can meet with you at your place of business or at his office.
  2. Bring company financial statements for the last 3 years and an up-to-date list of accounts receivables and payables.
  3. Also bring a list of company investments, a copy of investment statements and company account statements for the last 6 months.
  4. Also bring a copy of any current credit card statements.
  5. You may also be asked to provide a personal balance sheet listing your assets.

Your Caisse advisor will help you select the products and services that best suit your current business needs.