We try to make this process as easy as possible, but a few things on your end will help everything go more smoothly.

What You’ll Need

  • A smartphone or tablet with a camera, that can make calls, send and receive emails, and take photos — including a live selfie and photos of your ID.
  • Your own email address. If you share an email with a spouse or partner, that’s no problem — just let us know, and we’ll make it work so you can each get your own documents for signing.
  • An internet connection, so you can join your review session by videocall, fill out your checklist and any intake forms we send you, and receive documents for electronic signature.

Don’t Have Reliable Tech or Internet? You Have Options.

You don’t need your own phone — you just need access to a phone and a connection, even if it’s borrowed. A friend, neighbour, or family member you trust can sit with you to help, as long as they’re physically present with you when it’s needed.

If you’re in a smaller community without reliable home internet, a local coffee shop, library, or even a school with public wifi can work well too.

A privacy note if you’re joining us from a public place: please bring headphones or earbuds for your call. These sessions involve personal and financial details, and a speakerphone in a public space means anyone nearby can hear them too.

Understanding the ID Verification Process

As part of your file, we’ll send you a link to a secure identity verification service. Here’s what to expect, so there are no surprises:

  • Two pieces of government-issued ID: one with your photo, and one that proves Canadian citizenship or permanent residency (like a birth certificate, passport, SIN card, or PR card). A driver’s licence plus a Canadian passport works best. If you don’t have a passport, a driver’s licence plus a birth certificate or SIN card is the next best combination.
  • A live selfie. This needs to be an actual live photo taken in the moment — not a screenshot, a photo of a photo, or a photo of your ID alone. (And yes, we do have to say it: please be dressed normally for this, the same as you would be for any other video call.)
  • A check against banking or financial records. This can catch people off guard, so here’s the plain explanation: this step exists purely to confirm you are who you say you are — it’s one more layer of fraud protection, similar in spirit to a credit check. It does not give us, or anyone else, access to view your account balance, move your money, or make any changes to your accounts.