New Client Intake Form

Please complete the appropriate intake form below and send it back to us.

IMPORTANT: Use the secure e-Courier link on our website, by selecting the menu item Client > Send Encrypted file or message to Debbie.

For personal and sole proprietorships, complete this form:

• Client Information Personal.pdf [Fillable .PDF]

For corporations, complete this form:

• Client Information Corporate.pdf [Fillable .PDF]

For trusts, complete this form:

• Client Information Trust.pdf [Fillable .PDF]

For all client types, download the checklist below for a list of documents required for your first appointment.

• First Appointment Document Checklist [Fillable .PDF]