Recommended links

Investment Account Information

RRSP (Registered Retirement Savings Plan)

RRIF (Registered Retirement Income Fund)

IPP (Individual Pension Plan)

RESP (Registered Education Savings Plan)

TFSA (Tax-Free Savings Account)

RDSP (Registered Disability Savings Plan)

Resources for ages 55+

Old Age Security (OAS)



Application Form

Canada Pension Plan (CPP)



My Service Canada

Senior Tax and Benefit information

Seniors Canada website

Land Tax Deferment Act

Charitable Giving Information

Giving to charities – donor info

Investor Protection

Assuris – Life insurance company insolvency protection 

Canada Deposit Insurance Corporation (CDIC) – Bank or other CDIC member institution failure/bankruptcy protection.

Canadian Investor Protection Fund (CIPF) – Cash and securities protection

Credit Union Deposit Insurance Corporation (CUDIC) –  Guarantees all deposits and non-equity shares of BC credit unions

Benefit Information

Persons with disabilities

Children with disabilities

Compassionate care

Individual tax and benefit info 

Informational Resources

Canada Revenue Agency (CRA)

Bank of Canada

NIDUS - Personal Planning Resource Centre and Registry



Selected Supplier Links

GRS (London Life)

Canada Life

“We have found Teresa to be an excellent financial advisor who keeps a close eye on our holdings. She makes suggestions for change but always leaves final decisions to us. We have developed a most trusting and comfortable client-advisor relationship.”

Gwen and Wally K.