Funds Direct "My Portfolio" Online Account Access
Ripplinger Financial and our dealer, Funds Direct Canada Inc., are excited to introduce our new “My Portfolio” online account system. Follow the link below to access more information.
Ripplinger Financial and our dealer, Funds Direct Canada Inc., are excited to introduce our new “My Portfolio” online account system. Follow the link below to access more information.
Bear Market Information
We have entered a period of significant market uncertainty. There are still many unknowns surrounding the virus situation. However, we believe that for patient investors there is reason to be optimistic.
Below, we have curated a list of perspectives and resources that we have found the most helpful in dealing with the recent market conditions. We hope you will find them insightful and help give you a better perspective of the situation.
We have entered a period of significant market uncertainty. There are still many unknowns surrounding the virus situation. However, we believe that for patient investors there is reason to be optimistic.
Below, we have curated a list of perspectives and resources that we have found the most helpful in dealing with the recent market conditions. We hope you will find them insightful and help give you a better perspective of the situation.
Collection of Wisdom of Great Investors
Below is a link to an excellent interactive webpage called the "Wisdom of Great Investors" by Davis Funds, a U.S. based fund management company.
Take a minute to flip through ideas and investment advice from famous investors including Warren Buffet and Peter Lynch. Their common-sense insight shows how making simple changes to out investment behaviour can make a huge difference to our investment success.
Below is a link to an excellent interactive webpage called the "Wisdom of Great Investors" by Davis Funds, a U.S. based fund management company.
Take a minute to flip through ideas and investment advice from famous investors including Warren Buffet and Peter Lynch. Their common-sense insight shows how making simple changes to out investment behaviour can make a huge difference to our investment success.
Canada Revenue Agency (CRA) – My Account
Have you set up “My Account” with CRA? My Account is an avenue to obtain valuable personal information from Canada Revenue Agency that can assist with your financial & tax planning.
To set up My Account please follow these steps:
Have you set up “My Account” with CRA? My Account is an avenue to obtain valuable personal information from Canada Revenue Agency that can assist with your financial & tax planning.
To set up My Account please follow these steps:
- Visit CRA’s website – www.canada.ca/my-cra-account
- In the Option 2 box, click on “CRA Register” (if you have not already set up an account).
- You will be required to enter your social insurance number, date of birth, postal code and an amount from your last tax return.
- You will be asked to set up a User ID and Password.
- You will be prompted to set up a series of security questions and answers which you will need to record for future My Account log in requests.
- Once the account has been established, CRA will send a security code to you via Canada Post, which will be required to complete log in access. Once My Account set up has been finalized, the following information will be directly accessible to you:
- Notice of Assessments
- T4’s and Other Tax Slips
- Tax Returns
- Account Balances and Payments
- Various Benefits and Credits information
- RRSP Contribution Room
- TFSA Contribution Room and Transaction History
- Ability to Update Personal Contact Information
