Skip to main content
menu

Schedule an Appointment

  • Learn More Contact Us

Tools and Resources

My Canada Revenue Agency(CRA) Set Up

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


My ServiceCanada 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
  • Yahoo! Finance
  • Personal Income Tax Calculator - EY
  • RRSP Savings Calculator - EY
  • IG Mortgage Calculator
CIRO logo
CIPF logo

www.ciro.ca

Conditions of Use | Privacy | Disclosures

© 2025 Davies & Mahnke Private Wealth Management All rights reserved.