Traditional functions delivered in nontraditional ways
Step 1: Online form (secure by Microsoft)
If you are directed to this page by an advisor, please complete our secure online form. Your advisor and our Account Services team will use the information you have completed to generate a DocuSign package for your signature.
ID. Front and back of your driver’s licence or the information page of your passport.
Statements. Two (2) original PDF documents (directly downloaded PDFs from online statements – NOT scanned or photocopies) from any of the following categories:
credit card statement
Direct deposit slip (download from your internet banking) or void cheque. We need this record on file for both anti-money laundering requirement and your investment distribution, withdraws, and contributions.
Step 3: Schedule a call with your advisor and portfolio manager
Please go ahead and book a time with your advisor and portfolio manager to go over the onboarding documents with you prior to signing. You can email your advisor directly or book a time here.
Hoovest Group comprises Hoovest Financial Inc. (“Hoovest Financial“) and its affiliated companies Hoovest Enterprises Corp. and Hoovest Holdings Ltd.. Hoovest Financial is registered with the British Columbia Securities Commission as an Investment Fund Manager, Portfolio Manager, and Exempt Market Dealer. It is also registered in the same categories in Saskatchewan. All regulated activities are conducted by Hoovest Financial Inc.. Hoovest Enterprises Corp. provides marketing, technology, operational, and administrative services to Hoovest Financial Inc..