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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
Click here for instructions 

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

Financial Resources

  • IG Investments Intelligence
  • Market Updates
  • IG Investment solutions
  • Financial Calculators
  • Yahoo! Finance

Address

  • Whitehead Mackay McNeill Private Wealth Management
  • 199 Bay Street, Suite 2100, P.O. Box 117
  • Commerce Court Postal Station
  • Toronto, ON M5L 1E2
  • IG Wealth Management Inc.
    Mutual Fund Division

Contact

  • (416) 860-7503
  • Jon.Whitehead@igpwm.ca
  • Carolan.Mackay@igpwm.ca
  • Sheelah.McNeill@igpwm.ca

Mutual funds and investment products and services are offered through the Mutual Fund Division of IG Wealth Management Inc. (in Quebec, a firm in financial planning). Additional investment products and brokerage services are offered through the Investment Dealer, IG Wealth Management Inc. (in Quebec, a firm in financial planning), a member of the Canadian Investor Protection Fund.

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www.ciro.ca

Insurance products and services distributed through I.G. Insurance Services Inc. (in Québec, a Financial Services Firm). Insurance license sponsored by The Canada Life Assurance Company (outside of Québec). Mortgages are offered by Investors Group Trust Co. Ltd., a federally regulated trust company, and brokered by nesto Inc. Licences: Mortgage Brokerage Ontario #13044, Saskatchewan #316917, New Brunswick #180045101, Nova Scotia #202507230; Mortgage Brokerage Firm Quebec #605058; British Columbia, Alberta, Manitoba, Newfoundland/Labrador, PEI, Yukon, Nunavut, Northwest Territories. Mortgage advisors are licensed professionals and equivalent to the following titles per province: Sub Mortgage Broker/Mortgage Broker in British Columbia, Mortgage Associate/Mortgage Broker in Alberta, Associate/Mortgage Broker in Saskatchewan, Salesperson/Authorized Official in Manitoba, Mortgage Agent/Mortgage Broker in Ontario, Mortgage Broker in Quebec, Mortgage Associate/Mortgage Broker in New Brunswick, Associate Mortgage Broker/Mortgage Broker in Nova Scotia, or Mortgage Broker in Newfoundland & Labrador.

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