My CRA Set Up

Step 1 – Sign up for MyCRA
Click here for instructions  
 
Step 2 – Designate your advisor
Click here for instructions 

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