Forms, guides and tools


Forms for group Insurance plan members
Forms for plan administrators
Issues and complaints
Get a Joint Report of Automobile Accident (PDF - 2 pages)
Change of address form - Mutual Funds and segregated funds (PDF - 1 page)
Replacement Insurance Forms


Start off on the right foot by using these calculators. Consult the following tools to determine your financial goals and take charge of your budget. Doing so will guide your choice of insurance and allow for better long-term planning.

Financial goal calculator
Financial situation calculator

Life situations

Use our guides to make your dreams, whether modest or grand, come true.

Planning your retirement

Useful information

Institutional Trade-Matching and Settlement - National Instrument 24-101 (PDF - 1 page)
All about credit information and insurances (PDF - 12 pages)
Property Inventory