Useful Links

Link Disclosure: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.

Investment Account Information

• RRSP (Registered Retirement Savings Plan)
• RRIF (Registered Retirement Income Fund)
• IPP (Individual Pension Plan)
• RESP (Registered Education Savings Plan)
• TFSA (Tax-Free Savings Account)
• RDSP (Registered Disability Savings Plan)

Resources for ages 55+

Charitable Giving Information

• Giving to charities – donor info

Investor Protection

• Assuris – Life insurance company insolvency protection
• Canada Deposit Insurance Corporation (CDIC) – Bank or other CDIC member institution failure/bankruptcy protection.
• Canadian Investor Protection Fund (CIPF) – Cash and securities protection

Benefit Information

• Persons with disabilities
• Children with disabilities
• Compassionate care
• Individual tax and benefit info

Informational Resources

• Canada Revenue Agency (CRA)
• Bank of Canada
  
• Globefund
• GlobeInvestor

Selected Supplier Links

• Canada Life
• Manulife Financial
• Fidelity Investments Canada
• CI Investments
• Empire Life

Recommended Links

• CFP
• Advocis

Newsletters & Magazines