Document Checklist

Buying a Home?

Purchase and sale agreement
MLS listing

CONFIRMATION OF YOUR DOWN PAYMENT:

Savings, RRSPs, TFSAs, Investments: 90 days (3 months statements) history
Sale of an existing property — a copy of the sale agreement
Gift letter (I will provide you with a gift letter)

EMPLOYMENT VERIFICATION:

Recent paystub
T4 and Notice of Assessments
Letter of employment

SELF-EMPLOYED INCOME VERIFICATION

Self Employed documents will vary depending on your situation

T1 Generals and Notice of Assessments (NOA)
Business Financials
Articles of Incorporation/ Trade Name
Bank Statements

OTHER INCOME

Child Tax Credit
Child Support Income
Pension Income
Spousal Support Income

DO YOU CURRENTLY OWN YOUR HOME? INFORMATION ON YOUR EXISTING PROPERTY:

Recent mortgage statement
Most recent property tax bill

OTHER INFORMATION WE MAY REQUIRE

Divorce/ Separation Agreement
Bankruptcy Documents and Discharge Certificate