Before you start your application, we need to know which method of funding you intend to use.
You administer both mortgages held as cash or via your RRSP (Registered Retirement Savings Plan).

Which method of funding do you intend to use:

Cash Investment application process

Minimum cash investment: $50,000

To apply to have your cash mortgages administered by us, follow these instructions:

  1. If you do not have Adobe Acrobat Reader, please download and install it now. You will need it to fill out the necessary forms
  2. Click to download each of the 3 PDF documents and save them to your computer
  3. Complete all of the fields in each document using Adobe Acrobat Reader and save the files
  4. Email the completed PDF document to jordan@StoneRidgeLending.com

That’s it. Once you have completed these steps, we will review your application forms and follow up with your shortly thereafter to discuss next steps.

Cash Forms to Complete:

1. Application form
2. Risk Profile Questionnaire
3. Trust Escrow Agreement

RRSP Investment application process

Minimum RRSP investment: $200,000

To apply as an investor using your RRSP, follow these instructions:

  1. If you do not have Adobe Acrobat Reader, please download and install it now. You will need it to fill out the necessary forms
  2. Click to download each of the 3 PDF documents and save them to your computer
  3. Complete all of the fields in each document using Adobe Acrobat Reader and save the files
  4. For 2 of the forms, you will need to print them, physically sign them, and then scan them back into your computer as a physical signature is required
  5. Email the completed PDF document to jordan@StoneRidgeLending.com

That’s it. Once you have completed these steps, we will review your application forms and follow up with your shortly thereafter to discuss next steps.

RRSP Forms to Complete:

1. Fee Schedule
2. Application Form
3. Transfer Authorization Form