Our resource centre is available to provide you with links to pertinent financial and government resources and complimentary organizational material for your convenience.

Organization Material

Your Personal Records Organizer
This folder is designed to help you organize, in one handy location, important information about your personal and financial affairs.Click here to download (PDF) file

External Links to Financial and Industry Information

Canada Revenue Agency (CRA)All About Your Tax Return

Home Buyers Plan (HBP)

Life Long Learning Plan

Income Security Programs (OAS and CPP)
Together, the OAS and CPP provide a modest base upon which Canadians can build their retirement income. Almost all of today’s seniors receive income from Canada’s Public Pensions. Basic financial support is also available to survivors and to people who become too disabled to work and children.

Canada Education Savings Grant (CESG)
CESG is a financial incentive for parents, family and friends to save for a child’s education after high school. To help you help a child’s dreams come true, the Government of Canada will add to your savings in a Registered Education Savings Plan (RESP) with a Canada Education Savings Grant (CESG).