Client Resources

 

CRA My Account (1-800-959-8281)

  • Check your TFSA and RRSP contribution limits

 

Service Canada (1-800-277-9914)

  • Check CPP and OAS entitlements

 

2021 Handy Financial Planning Facts

  • A summary of some common financial planning-related information for 2021

 

Tax Reporting Guide

  • Tax Mailing Dates
  • Checklist
  • FAQ