Complete the application as accurately as possible. Required documents can be uploaded now or added later using the same secure link.
Primary contact and personal address information for the applicant or authorized business representative.
Legal business details, operating name, address, and business activity.
Years in Business to Date (required) Brief Description of Operations / Nature of Business (required) Business Website Number of Employees and/or Subcontractors
Requested amount, intended use, timing, and any important funding context.
High-level financial information used to understand the file before review.
Add structured entries only where applicable. These entries are optional for application completion.
Add only what applies. Leave blank if not applicable.
+ Add owned property
Remove
+ Add business asset
+ Add mortgage or secured debt
+ Add lease or rental obligation
Add each individual or entity that owns, controls, guarantees, or materially supports the application.
+ Add another director / shareholder / guarantor
Provide accountant or bookkeeper details if they may help complete financial document collection.
Use this link to return later or share access with an accountant/bookkeeper for document uploads.
A secure link will be generated after you save progress or send the link to your accountant.
This is a rebuilt native WordPress/PHP file upload control. Choose one or more files, then click Upload Selected Files / Save Progress. Accepted file types: PDF, JPG, PNG, DOC, DOCX, XLS, XLSX, and CSV.
Choose files
Upload Selected Files / Save Progress
Use the checklist below to see what documents may be needed. Upload files in the upload area above. As documents are classified, the checklist will show what has been uploaded and what is still pending.
Front side of government-issued identification.
Still pending
Back side of the ID, if the ID has a back side.
Completed inside the secure application. Upload only if a separate form is later provided.
Articles of incorporation, business registration, master business licence, or equivalent registration document.
Current corporate profile, business registry report, or equivalent company information record.
Corporate/business tax returns for the requested period.
Corporate CRA Notices of Assessment or reassessment records.
Year-end financial statements, preferably accountant-prepared.
Notice to Reader or Compilation Engagement Report, where prepared with the financial statements.
Balance sheet, if not already included in the financial statements.
Income statement or profit and loss statement, if not already included in the financial statements.
Business bank statements for the requested period, with all pages included.
Ownership schedule, shareholder register, director register, or guarantor ownership records.
Required If Applicable
Documents showing director, officer, or ownership changes.
Personal tax returns for directors, shareholders, or guarantors if required.
Personal CRA Notices of Assessment for directors, shareholders, or guarantors if required.
HST/GST filings, remittance confirmations, or sales tax reports.
CRA statement of account, balance, arrears, or payment arrangement record.
Current year-to-date or management-prepared interim statements.
Schedules, working papers, summaries, or supporting reports prepared by the accountant.
Accounts receivable aging or outstanding receivables report.
Accounts payable aging or outstanding payables report.
Inventory list, stock report, or current inventory value summary.
Active work-in-progress, job costing, or project completion report.
Operating account statements if separate from the main business bank account.
Statements for any additional business bank accounts.
Stripe, Square, Moneris, Clover, PayPal, Shopify, or similar processing statements if used.
Major contracts, signed agreements, or customer/job agreements.
Purchase orders or committed work documents.
Outstanding, recent, or project-related invoices.
List of active jobs, project pipeline, backlog, or major current projects.
List of major business assets and estimated values.
Equipment list, major tools, vehicles, machinery, or other owned/leased equipment.
Lease or financing documents for vehicles, equipment, or machinery.
Most recent mortgage statement for relevant property.
Most recent property tax bill or municipal tax statement.
Deed, title, land registry record, or equivalent proof of ownership.
Business lease, property lease, or rental agreement.
Personal statement of affairs or personal net worth statement if required.
Personal asset, liability, property, mortgage, or debt support documents if required.
Void cheque or direct deposit form if required for funding/verification.
Business insurance policy, certificate, or coverage proof.
Payroll summary, payroll register, or payroll expense report.
WSIB clearance or equivalent compliance certificate.
Licences, permits, registrations, or trade certificates if applicable.
Statements for existing loans, credit lines, credit cards, or other business debts.
Utility bill, lease, statement, licence, or other proof of business address.
Revenue spreadsheet, sales breakdown, or month-by-month sales summary.
Only If Requested
Aged trial balance if requested during review.
Customer list or major customer concentration breakdown if requested.
Supplier list or major supplier concentration breakdown if requested.
Any additional lender, broker, accountant, or reviewer-requested documents.
Confirm that the information submitted is accurate to the best of your knowledge.
Use your mouse, trackpad, stylus, or finger to sign inside the box.
Clear Signature
This electronic signature confirms the declaration above.
Welcome to WordPress. This is your first post. Edit or delete it, then start writing!