Resources

Podcasts

The Living Market

Inflation. Volatility. Bears and Bulls. There’s a lot to unpack in the markets. Host Philip Petursson, Chief Investment Strategist at IG Wealth Management, brings clarity to the markets by sharing his views on the trends dominating the investment landscape and how they impact your financial life.

A Wealth of Women’s Stories

Join award-winning entrepreneur and Dragon‘s Den Co-Host, Manjit Minhas to hear stories of empowerment, breakthrough, and perseverance shared by inspirational women from all walks of life. Manjit and guests will discuss and explore topics that impact the lives of anyone who identifies as a woman.

Join passionate Alzheimer and dementia advocate, Phyllis Fehr, as she shares her journey from diagnosis at 53 and ways to cope with dementia and proactively plan for a dementia diagnosis.

Available On Demand

Webinars

With interest rates now roughly twice as high as they were five years ago, how will the significant increase to your mortgage costs impact your lifestyle, savings and future goals? Learn more about the benefits of a mortgage strategy, and how to reassess and integrate a comprehensive plan that's built around you.

Only 9% of small business owners have a formal plan in place. Prepare for retirement by exploring essential topics like options to monetize your business, developing an equitable business transfer plan and how to protect yourself from unexpected events.

Videos

Financial Resources

CRA My Account

  • Click here to log in with your existing My Account credentials.

  • An authorized representative is an individual or a business who the taxpayer has given permission to represent them in communications with the Canada Revenue Agency (CRA). An authorized representative can be a family member, a friend, a tax professional, or a business.

    Click here to get started.

  • My Account is the Canada Revenue Agency's (CRA) secure online portal for individuals. It lets you view your own personal income tax and benefit information and manage your own tax account.

    Click here to start the registration process.

National Bank (formerly Solutions Banking)

  • To log in to National Bank’s online portal with existing credentials, click here.

  • We are on a journey to transform the future of our lending product and servicing offering. Our partnership with National Bank under the Solutions Banking brand concluded in May of 2023.

    Existing clients who hold mortgages and All-in-Ones will continue to be supported for ongoing servicing needs.

    Should you require additional financing needs, contact us for alternative financing options and repatriation to IG.

My Service Canada

  • Sign in to view and update your information for:

    • Canada Pension Plan (CPP)

    • Old Age Security (OAS)

    To log in to My Service Canada using your existing credentials, click here.

  • My Service Canada Account is a secure online portal. It allows you to access services for Employment Insurance (EI), Canada Pension Plan (CPP), Canada Pension Plan disability, Old Age Security (OAS) and Social Insurance Number (SIN).

    To register for a My Service Canada account, click here.

Additional Financial Resources

  • EY’s tax calculators and rate tables help simplify the tax process for you by making it easy to figure out how much tax you pay.

    Calculate your annual federal and provincial combined tax rate with EY’s online tool.

    Click here to view.

  • Use these calculators to determine what type of mortgage you can afford, and what your mortgage payments will be.

    To access the tool, click here.

  • The world of money is one area where many people often feel they lack control. Many, if not most, Canadians never had much in the way of financial education – at school or from parents. We hope to change that for the next generation.

    Click here to learn more.

  • A source for financial news, data and commentary including stock quotes, press releases, financial reports, and original content. It also offers some online tools for personal finance management.

    Click here to access.

  • General price information for mutual funds from The Globe and Mail including charting and trades.

    Click here to access.