Resources
Our Commitment Agreement:
Our commitment to you and what we will need in return to help you succeed :
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 – https://www.canada.ca/en/revenue-agency/services/tax/individuals/life-events.html
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 – https://www.canada.ca/en/services/benefits/ei/ei-apply-online.html
Access to My Account, apply for Child Benefits and view important tax forms:
Canada Revenue Agency – https://www.canada.ca/en/revenue-agency.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