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  –

Having a Baby,  Retirement,  Address Change,  Lost Wallet,  What to do Following a Death, etc:
Service Canada – Life Events Page –

Registering your newborn in Ontario (in order to get birth certificate and SIN):
Service Canada – Newborn Registration Page –

Apply for EI during Maternity Leave:
Service Canada – Applying for Employment Insurance benefits online –

Access to My Account, apply for Child Benefits and view important tax forms:
Canada Revenue Agency –

Ontario Student Assistance Program (OSAP):
Ministry of Training, Colleges and Universities –

Residents of London Ontario:

Website for Residents of London Ontario:
City of London –

Professional Financial Advisor Organizations:

The Financial Advisors Association of Canada:
Advocis –

Million Dollar Round Table (MDRT): 
 The premier association of financial professionals –

Professional Standards in Financial Planning:
Financial Planning Standards Council –