Resources

Our Commitment Agreement:

Our commitment to you and what we will need in return to help you succeed :

Commitment Agreement

Government Forms and Programs:

Driver’s Licence,  Marriage Licence,  Birth Certificate,  Address Change for Health Card etc:
Service Ontario  – www.ontario.ca/en/services_for_residents/index.htm

Having a Baby,  Retirement,  Address Change,  Lost Wallet,  What to do Following a Death, etc:
Service Canada – Life Events Page – http://www.servicecanada.gc.ca/eng/services_for_you.shtml#le

Registering your newborn in Ontario (in order to get birth certificate and SIN):
Service Canada – Newborn Registration Page –
https://www.orgforms.gov.on.ca/IBR/start.do?lang=en

Apply for EI during Maternity Leave:
Service Canada – Applying for Employment Insurance benefits online –
http://www.esdc.gc.ca/en/ei/apply.page

Access to My Account, apply for Child Benefits and view important tax forms:
Canada Revenue Agency – www.cra-arc.gc.ca/menu-eng.html

Ontario Student Assistance Program (OSAP):
Ministry of Training, Colleges and Universities – www.osap.gov.on.ca/OSAPPortal

Residents of London Ontario:

Website for Residents of London Ontario:
City of London – www.london.ca

Professional Financial Advisor Organizations:

The Financial Advisors Association of Canada:
Advocis – www.advocis.ca

Million Dollar Round Table (MDRT): 
 The premier association of financial professionals – www.mdrt.org

Professional Standards in Financial Planning:
Financial Planning Standards Council – www.fpsc.ca