Ripplinger Financial Corp
  • Home
  • About
  • Menu of Services
  • What is your Goal?
  • Our Office
  • Calculators
  • RippFin for Kids
  • Recent Intelligence
  • Contact
  • My Portfolio

Recent Intelligence


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.​
My Portfolio Online Access 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.

"Market Volatility - It's Normal"
"Downside Volatility is Normal"
"Resist the Urge to Time the Market"
"Historic Bull Markets Versus Bear Markets"
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.

Wisdom of Great Investors

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:

  1. Visit CRA’s website – www.canada.ca/my-cra-account   
  2. In the Option 2 box, click on “CRA Register” (if you have not already set up an account).
  3. You will be required to enter your social insurance number, date of birth, postal code and an amount from your last tax return.
  4. You will be asked to set up a User ID and Password.
  5. 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.
  6. 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
CRA - My Account

Hours

M-F: 10:00am - 5pm

Telephone

306.791.0166
306.791.0188

Email

k.ripplinger@fundsdirect.ca​
jake.ripplinger@fundsdirect.ca

Disclaimer
Insurance products and services are offered by Ken Ripplinger.  They  are not provided through Funds Direct Canada Inc. (FDCI) and are not the responsibility of FDCI.  FDCI will not be supervising insurance related products and services and will not be held liable for any errors or omissions relating to insurance products and services.  

Ripplinger Financial Corp is a trade name under which Ken Ripplinger and Jake Ripplinger sell mutual funds.  Ken Ripplinger and Jake Ripplinger are registered to sell mutual funds through Funds Direct Canada Inc. 

Customers' accounts holding mutual funds are protected by the MFDA Investor Protection Corporation (IPC) within specific limits.  Customers with accounts in Quebec are generally not covered by the IPC.  Please refer to the IPC Coverage Policy on the website at
www.mfda.ca/ipc for a description of the nature and limits of coverage, or contact the IPC at 1-888-466-6332.
Picture
Photo used under Creative Commons from Looking Glass
  • Home
  • About
  • Menu of Services
  • What is your Goal?
  • Our Office
  • Calculators
  • RippFin for Kids
  • Recent Intelligence
  • Contact
  • My Portfolio