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We are so glad that you found the services you were looking for.
We will now ask you for details so that we can look after your request.
All information is submitted to Caisse Financial Group via a secure website and will be kept confidential.
Before you get started
You will need the following information:
- business or organization information (name, address, phone number, email, business number, etc.)
- financial information (assets, liabilities, revenues, expenses)
The information you provide will allow us to process your request quicker. You will need to meet with a Caisse representative at one of our branch locations to complete your request. All our branches are located in Manitoba only.
A team member will contact you within 2 business days following receipt to set up an appointment to review your request.
Here is a list of additional information that you may need to bring with you when we meet: articles of incorporation, partnership agreement, business registration documentation and a list of officers and signing authorities with their occupations. Other information may be required and will be confirmed with you prior to our meeting.
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