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Resources

Helpful Websites

GetSmarterAboutMoney.ca
Canadian Credit Report
Canada Revenue Agency
Canada Pension Plan 
Employment and Social Development Canada
Canada Life & Health Insurance Association Inc. 

Canadian Financial News

Bloomberg
Canadian Business 
Financial Post 
Globe & Mail Report on Business
Globe Investor

Investment Account Information

RRSP (Registered Retirement Savings Plan)
RRIF (Registered Retirement Income Fund)
RESP (Registered Education Savings)
TFSA (Tax-Free Savings Account)
RDSP (Registered Disability Savings Plan)

Resources for Ages 55+

Old Age Security (OAS)
Information
Canada Pension Plan (CPP)
Information
Senior Tax and Benefit information
Seniors Canada website

Surrey Office

Steve Cameron
Financial Security Advisor, Managing Partner

Tel: 604-596-7188
Email: sjcameron@chartwellfinancial.com

210 - 5455 152nd St
Surrey, BC
V1Y 0B5

Kelowna Office

Terry Sorensen
Financial Security Advisor
250-860-8389
TSorensen@chartwellfinancial.com

Rochelle Noren
Financial Security Advisor
778-886-6742
rnoren@chartwellfinancial.com

Latest News

  • Extended COVID-19 Federal Emergency BenefitsFebruary 22, 2021 - 2:09 pm
  • Self-employed: Government of Canada addresses CERB repayments for some ineligible self-employed recipientsFebruary 12, 2021 - 4:28 pm
  • TFSA vs RRSP – What you need to know to make the most of them in 2021January 21, 2021 - 2:01 pm
  • 2021 Financial CalendarJanuary 4, 2021 - 6:00 am
  • Government of Canada to allow up to $400 for home office expensesDecember 29, 2020 - 11:47 am

About

FINANCIAL SECURITY SIMPLIFIED

Newsletter

Our Dealer

Insurance products, including segregated fund policies and health insurance are offered through  Chartwell Financial, and Investment Representatives Steve Cameron, Gail Winzoski, Rochelle Noren, Terry Sorensen and Bharpur Singh Gill offer mutual funds through Quadrus Investment Services Ltd.

Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission.

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