Services

See a Caisse populaire advisor

Our lives are highlighted by great events such as a first job, a birth, new house, promotion or retirement.

To help you harmonize the present and future, our Caisse populaire advisor will support you in realizing your objectives.

Using your investor profile, they will:

  • help you analyze your file and recommend products that suit your aspirations;
  • propose a diversified portfolio in keeping with your personal parameters.
 
Personal Finance Advisors Always on the cutting edge of financial innovation, our Personal Finance Advisors put their knowledge to work for you. They listen, offer professional and objective advice, and steer you toward the savings and investment products best suited to your situation.
Financial Planners These professionals analyze your financial situation, help you determine your objectives and formulate a plan so you can attain them. They can guide you in making choices in the realm of retirement planning, for example, or help you achieve a long-term project. They can also put you in touch with one or another of our specialists, if need be.


Documents to bring to your meeting

  • Personal documents
  • Proof of income (pay stub, etc)
  • Investment statements
  • Other loan statements (including consolidated loans)
  • Last Federal Notice of Assessment

Have a specific project in mind? Here are additional documents to bring:

Buying a home:

  • Personal documents
  • Proof of income (pay stub, etc)
  • Investment statements
  • Federal Notice of Assessment
  • Offer to purchase
  • Proof of downpayment
  • Financial analysis (for income property)
  • Photos of the building
  • Cost evaluation of materials, and names of contractors
  • Statement of income and expenses, as well as current leases for all units not occupied by the owner
  • Municipal and school tax bills
  • Copy of the preliminary contract, if the purchase is through a builder or developer
  • Copy of the listing, if the purchase is through a real estate agent

Building a home:

  • Proof of income (pay stub, etc)
  • Investment statements
  • Federal Notice of Assessment
  • Plans and quotations
  • Copy of building permit
  • A bid from a recognized entrepreneur, including sub-contractors
  • Copy of the preliminary contract, if the purchase is through a builder or developer

Already a homeowner:

  • Proof of income (pay stub, etc)
  • Investment statements
  • Federal Notice of Assessment
  • Photos of the building
  • Plans and quotations (if renovating)
  • Copy of building permit (if renovating)
  • A bid from a recognized entrepreneur, including sub-contractors (if renovating)
  • Cost evaluation of materials, and names of contractors (if renovating)
  • Statement of income and expenses, as well as current leases for all units not occupied by the owner
  • Municipal and school tax bills