Client Centre
Click here to access RGF's Investor Portal for a consolidated summary of all investment accounts, transactions and insurance policies.
Click here to see electronic statements, confirmations, fee reports, and tax receipts for investments held through our securities firm, RGF Wealth Management Ltd.
Click here for the most up-to date versions of important documents related to your account at RGF Integrated Wealth Management.
Direct Supplier Access
Resources
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Important Year-end Tax Dates
To help you organize for the upcoming tax season, here is some pertinent information regarding estimated tax receipt mailing dates.
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Client Access Registration Process and how to “Go Paperless”
Learn how to register for online access to your statements and how to stop paper copies of your statements from coming in the mail.
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Registered savings and pension plans
Government of Canada information on various registered plans including RRSP and TFSAs
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