Step 1: Download and complete the form
Expand the list below to find the right type of investment, then download the form and fill in your information.
- Non-registered (Savings Account and/or GIC)
- Registered (TFSA, RSP, RIF)
- Tax-free Savings Account
- Retirement Savings Plan
- Retirement Income Fund
Step 2: Supporting documents
If you don't see the form you're looking for below or require assistance, call us at 1-855-OAKEN-22 (625-3622) and we'd be happy to help.
- Transfer Forms
- Additional Forms
- Terms and Conditions
Step 3: Mail your completed forms and any supporting documents to:
145 King Street West
Want to know more?
Our dedicated team would be happy to help:
Call us at 1-855-OAKEN-22 (625-3622), 8:00am to 8:00pm ET, Monday to Friday, or email email@example.com.