I am self employed


What is required

1) Notice of Assessment for the last two years
2) T1 Generals (all pages including schedules) for the last two years
3) Lenders may also request one or more of the following:

      • two years of business financials
      • business license
      • GST return
      • Articles of Incorporation



Does my Notice of Assessment say Notice of Assessment at the top of it?
Does my Notice of Assessment have my name on it?
Does my T1 General say T1 General at the top of it?
Is my T1 General a minimum of 12 pages long?

If you answered YES to all of the above, please send the document
If you answered NO to any of the above, the document will not be accepted by the lender


Click here to return to the purchase checklist
Click here to return to the renewal checklist
Click here to return to the refinance checklist

andrew thake about

About Andrew Thake

Andrew Thake is a seasoned mortgage broker with over 15 years of industry experience. He’s assisted more than 2,200 clients in finding their ideal mortgage solutions. Recognized for his excellence, Andrew has received high honours and awards, including the National Rookie of the Year from TD Canada Trust and recognition as a Top 10 Ottawa Mortgage Broker in 2023. He has also been inducted into the Hall of Fame at Dominion Lending Centres and has consistently received their Platinum Award during his tenure as a mortgage broker.

Andrew’s dedication lies in serving his clients and prioritizing their needs with an empathetic approach. Throughout the application process, he provides tailored, informed, and efficient services to ensure the best mortgage solutions for his client’s unique circumstances. The best part of Andrew’s job is when he gets to see the joy on his clients’ faces following their mortgage approval.

Why not make your mortgage experience a comfortable one?

Book an Appointment