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

Permanent and Term Life Insurance

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

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.

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

Travel and Health

At RGF Integrated 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

Minimizing taxes

Advised Account Fee Schedule

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

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

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

Investment and Regular Withdrawal

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

Investment and Regular Deposit Growth

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

Becoming a Client

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

Creating a plan

Online Access: Investor Portal

Sign up for online access to the RGF Investor Portal

Forms