Free Consultation

What is required…

information/paperwork wise when going in for the free initial consultation?
Is having 2 real estate appraisals necessary?
Also, if I was to change banks before my proposal to PC financial and one of my creditors is CIBC(owners of PC) is there any chance they can touch my account?

Posted from: Ontario

One Response to “What is required…”

A licensed trustee said...

The information required for your first consultation varies by trustee – the more information you provide the more specific your options will be. Having said that, we often speak with people that don’t bring in much of anything at all….

So I’m not sure I’d bother with the appraisal right away – unless you are certain you’re going to need them regardless.

As far as switching banks – we advise all of our clients to do so as soon as they are able. PC Financial is often picked for the “new” bank. You don’t need to worry about their relationship with CIBC – your new accounts will be safe (unless you have debts with PC…).