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Financial resources

My CRA Set Up

Step 1 – Sign up for MyCRA
Click here for instructions  
 
Step 2 – Designate your advisor
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TIPS (Tax Information Phone Service)
Phone: 1-800-267-6999 | Services offered by TIPS
This automated phone service provides information to individuals and businesses.

My Service Canada set up

Sign up to view and update your information for:

  • Canada Pension Plan (CPP)
  • Old Age Security (OAS)

Click here for instructions

Phone: 1-800-277-9914

Financial Resources

  • IG Private Wealth Management Corporate Website
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  • Solutions Banking: 1-877-999-7575
  • IGSI Trade Line: 1-800-216-7244
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Address

  • Ewert Group Private Wealth Management
  • 207-155 Main Street E
  • Grimsby, Ontario L3M 1P2
  • Investors Group Financial Services Inc.

Contact

  • P: 905.945.7003
  • TF: 1.800.661.3250
  • Shannon.engel@igpwm.ca

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