Resource Centre

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.

2018 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

Update your Information

Forms for updating your address or banking information

Forms

Useful links: Age 55+

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

Preparing for retirement

Registered savings and pension plans

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

Market Data

Current stock quotes and financial updates.

Saving for your goals

Safety of Your Money

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

Term Life Insurance

Protecting your Health

Permanent Life Insurance

Travel and Health

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

Travel & Leisure

Managed Account Fee Schedule

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

Creating a plan

Charitable Giving Information

Government of Canada information about giving to charity.

Charitable Giving

Benefits/Disability and Compassionate Care Information

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

Helping dependents

RESP Calculator

Calculate how much your money can grow in an RESP with the added contributions from the Canada Education Savings Grant, as well as how much you will need to save for your children's education.

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

RRSP Illustrator

Get a personalized assessment of the tax benefits you gain by investing in your RRSP.

Preparing for retirement

Online Access: Investor Portal

Sign up for online access to the RGF Investor Portal

Forms

RRSP Calculator

Calculate how much you will need to save between now and the day you retire.

Preparing for retirement

RIF/LIF Illustrator

Find out how much income your Registered Savings Plan will generate in retirement.

Preparing for retirement

Mortgage Qualifier

Calculate how much you could qualify for and what your monthly payments would be.

Buying a home

Becoming a Client

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

Creating a plan

Advantage of Early Investing

Learn the importance of investing early and on a regular basis.

Creating a plan

Registered/Non-registered Comparison

Weigh the benefits of registered versus non-registered growth.

Saving for your goals

Mortgage and Loan Amortization Schedule

Get a detailed payment schedule for your mortgage or loan based on the mortgage or loan amount, payment frequency, interest rate and the amortization period information you provide.

Buying a home

RRSP Load Planner

Find out how an RRSP loan could help boost your income at retirement.

Preparing for retirement