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+

Old Age Security (OAS)


Application Form

Canada Pension Plan (CPP)


Application Form

Senior Tax and Benefit information

Seniors Canada website


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



Selected Supplier Links

Canada Life

Manulife Financial

Fidelity Investments Canada

CI Investments

Empire Life

Recommended Links



Newsletters & Magazines

Solutions Magazine Winter 2015 Edition

Solutions Magazine Fall 2015 Edition

Navigator Newsletter October 2015