Skip to main content
menu
825-535-3478
  • Who We Are
    • About Us
    • Our Approach
    • Meet Our Team
    • Testimonials
    • Community Involvement
  • Who We Serve
  • Our Solutions
    • Retirement Planning
    • Tax Planning
    • Investment Planning
    • Insurance Planning
    • Cash and Liquidity Management
    • Estate Planning
    • Charitable Giving
    • Intergenerational Wealth Transfer
    • Post-Secondary Education Planning
  • Education Centre
    • Articles
    • Videos and Webinars
    • Financial Resources
    • Events and Seminars
    • Money and Youth
    • Podcasts
  • Get in Touch
    • Find Our Office
    • Book a Meeting
  • Client Login
    • Access Solutions Banking
    • View My Investments

Financial Resources

My Canada Revenue Agency(CRA) Set Up

Step 1 – Sign up for MyCRA
Click here  
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
  • Market Updates
  • Yahoo! Finance
  • Tax Calculators & Rates – EY
  • IG Mortgage Calculator  

Contact

  • Powell & Associates Private Wealth Management - JAMIE POWELL, CFP RRC EPC
  • Investors Group Financial Services Inc.
  • 333 96 Ave NE Suite 5113,
  • Calgary, AB T3K 0S3
  • 825-535-3478
  • jamie.powell@igpwm.ca
  •  
  •  

Our Solutions

  • Retirement Planning
  • Tax Planning
  • Investment Planning
  • Insurance Planning
  • Cash and Liquidity Management
  • Estate Planning
  • Charitable Giving
  • Intergenerational Wealth Transfer
  • Post-Secondary Education Planning

MFDAlogo

Conditions of Use | Privacy | Disclosures

© 2023 Powell & Associates Private Wealth Management - JAMIE POWELL, CFP RRC EPC All rights reserved.