Skip to main content
menu

Book a Meeting  Client Login

  • Who We Are
    • About Us
    • Our Approach
    • Meet Our Team
    • Community Involvement
  • Who We Serve
  • Our Solutions
    • Retirement Planning
    • Tax Planning
    • Investment Planning
    • Insurance Planning
    • Estate Planning
    • Intergenerational Wealth Transfer
  • Education Centre
    • Articles
    • Videos and Webinars
    • Events and Seminars
    • Podcasts
    • Financial Resources
    • Money and Youth
  • Get in Touch
    • Find Our Office
    • Book a Meeting
    • Personal Introduction

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
  • IG Investment solutions
  • Financial Calculators
  • Yahoo! Finance

Address

  • Santos & Associates
  • 17310 Yonge Street, Unit 10A
  • Newmarket, ON L3Y 7R9
  • Investors Group Financial Services Inc.

Contact

  • 905-895-6718
  • sil.santos@igpwm.ca

Connect

  •  
CIRO logo
CIPF logo

www.ciro.ca

Conditions of Use | Privacy | Disclosures

© 2025 Santos & Associates All rights reserved.