From time-to-time, you will notice that we request that you provide us with various tax and benefit information for an upcoming review meeting. But why?

We need your current Notice of Assessment so that we can determine how much RRSP contribution room you have. A summary of your TFSA limits is critical so that we can calculate the amount of room you have to contribute for the year. Or if you are approaching your retirement we may ask you to print off an estimate of your CPP or OAS benefits so that we can take these figures into account when planning for retirement.

Depending on what information we are looking for it could be found on one of the two government websites. Below you’ll find a breakdown of both sites and along with information on what you can access from each. We encourage you to register for both now so that when the time comes, you’re ready and able to assist us in accessing the information we require to help plan for your financial future!

If you click on each link you will be directed to their website where you can register for online access.