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Tools and 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

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Address

  • Spence Lockie Group Private Wealth Management
  • 17310 Yonge Street, Unit 10A
  • Newmarket, ON L3Y 7R9
  • Investors Group Financial Services Inc.

Contact

  • 905.450.4925
  • reid.spence@igpwm.ca

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