Client Centre

YOUR FINANCIAL SITUATION DOESN'T NEED TO BE COMPLICATED

FINANCIAL RESOURCES

COVID-19 – BENEFITS AND SERVICES ↗

From the Government of Canada: Benefits to help Canadians and businesses facing hardship as a result of the COVID-19 outbreak.

Tax Tips & Tools

Try these helpful links and articles to learn more about your taxes.

CRA TAX TIPS ↗

CRA FILING YOUR TAXES Q&A ↗

CHARITIES AND GIVING ↗

HOMEOWNER TAX CREDITS YOU SHOULD KNOW ABOUT ↗

UNDERSTAND YOUR NOTICE OF ASSESSMENT ↗

Helpful Links

Estate Planning Tools

There are many decisions you will have to make when you draft a Will. If not thoroughly considered, some of these decisions can have unintended consequences. 

ESTATE PLANNING ↗

FINANCIAL TOOLS & CALCULATORS

We are here to help. Contact us to help explain your results and what they mean for your situation.

BUDGET PLANNER TOOL ↗

Create your customized budget and receive personalized tips to improve your finances.

FINANCIAL GOAL CALCULATOR ↗

Calculate how to pay down your debt and reach your financial savings goals.

RETIREMENT INCOME CALCULATOR ↗

Estimate your retirement income, employer pensions and other sources of income.

RETIREMENT SAVINGS CALCULATOR ↗

Find out how much you will need to save for your retirement savings goal.

TAX-FREE SAVINGS CALCULATOR↗

See how your savings can grow faster inside a TFSA than in a taxable investment.

*These calculators are for illustrative purposes only and should not be relied upon as an accurate indication of your financial retirement needs. As each individual’s situation is different and changes over time, the results are limited by the accuracy of the assumptions you make in providing the information used in the calculation. I (we) do not guarantee that these calculators are reliable, accurate or complete or that they will be compatible with your computer.

Need Answers?

Can't find what you are looking for? Do you have questions about the tools and resources below, or would like more detail?

CONTACT US TO GET STARTEDâž 

GOVERNMENT OF CANADA

For more information on the Government of Canada, visit www.canada.ca - The official website of the Government of Canada

My Service Canada Account

Apply, view and update your Employment Insurance (EI), Canada Pension Plan (CPP), Canada Pension Plan Disability (CPP-D) and Old Age Security (OAS).

SIGN IN TO MY SERVICE ACCOUNT ↗

CRA My Account

My Account is a secure portal that lets you view your personal income tax and benefit information and manage your tax affairs online.

SIGN IN TO CRA MY ACCOUNT ↗

CRA My Business Account

My Business Account is a secure online portal that provides an opportunity to interact electronically with Canada Revenue Agency (CRA) on various business accounts.

SIGN IN TO MY BUSINESS ACCOUNT ↗

*Some of the content through these links may be subject to the copyright of another party. Where information has been produced or copyright is not held by the Government of Canada, the materials are protected under the Copyright Act, and international agreements. Information posted by the Government of Canada is subject to the Copyright Act.

HELPFUL VIDEOS

The Canada child benefit is a tax-free monthly payment made to eligible families to help them with the cost of raising children under 18 years of age.

Learn how tax rates in Canada work

Learn how to set up an account with CRA

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