Resource Centre

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.

Minimizing taxes

Learn about the purpose of life insurance and the different types (Term and Permanent) in this informative video.

Learn how to register for online access to your statements and how to stop paper copies of your statements from coming in the mail.

Forms for updating your address or banking information

Forms

Find information on Old Age Security, Canada Pension Plan and more.

Preparing for retirement

Government of Canada information on various registered plans including RRSP and TFSAs

Saving for your goals

Tax Information

Canada Revenue Agency (CRA) - Individual tax and benefit information

Minimizing taxes

Current stock quotes and financial updates.

Saving for your goals

RGF is a member of several regulatory organizations established to protect investor deposits.

Creating a plan

NIDUS

Nidus is a non-profit, charitable organization. Nidus is a personal planning resource centre and operates a Registry for your planning documents and other important information you might need in case of a natural disaster or health crisis.

Forms

At RGF Integrated Wealth Management we pride ourselves on providing our clients with the best and most innovative insurance programs available.

Travel & Leisure

RGF Integrated Wealth Management offers a customized account management program which combines consistent investment discipline with tax-effective strategies.

Minimizing taxes

Creating a plan

Charitable Giving Information

Government of Canada information about giving to charity.

Charitable Giving

RGF Integrated Wealth Management provides independent advice designed to help you achieve your financial and lifestyle goals through a planning-based approach.

Government of Canada information regarding persons and/or children with disabilities, and compassionate care leave.

Helping dependents

Needs Analysis

Have you determined the amount of life insurance required to meet your family's financial needs in the event of your death? This calculator will help determine your insurance needs.

Protecting your Health

Sign up for online access to the RGF Investor Portal

Forms

Investment and Regular Deposit Growth

See how your one time investment or regular deposit program will grow over the years.

If you are interested in becoming a client of the firm...

Creating a plan

Investment and Regular Withdrawal

Calculate the regular income stream generated by your non-registered investment.