Useful Links

Client Login, This secure system acts as your personal financial reporting tool by providing you with a consolidated view of your assets held at Worldsource. The holdings and market values are updated daily and are available anywhere you have internet access.  Heidi’s clients can access this service, login using their secure personalized Username and Password.

2017 and 2018 Tax and RSP Calculators:
http://www.ey.com/CA/en/Services/Tax/Tax-Calculators

RSP Home Buyers Plan: 
http://www.cra-arc.gc.ca/tx/ndvdls/tpcs/rrsp-reer/hbp-rap/menu-eng.html

RESP Registered Education Savings Plan:
http://www.cra-arc.gc.ca/tx/ndvdls/tpcs/resp-reee/menu-eng.html

RSP Lifelong learning Plan:
http://www.cra-arc.gc.ca/tx/ndvdls/tpcs/rrsp-reer/llp-reep/menu-eng.html

Registered Disability Savings Plan:
http://www.servicecanada.gc.ca/eng/goc/rdsp.shtml

Registered Retirement Savings Plans (RRSPs):
http://www.cra-arc.gc.ca/tx/ndvdls/tpcs/rrsp-reer/rrsps-eng.html

Registered Retirement Income Funds (RRIFs):
http://www.cra-arc.gc.ca/tx/ndvdls/tpcs/rrif-ferr/menu-eng.html

Tax Free Savings Accounts (TFSAs):
http://www.cra-arc.gc.ca/tx/ndvdls/tpcs/tfsa-celi/menu-eng.html

Transferring to/from registered plans (pension plans, retiring allowances, death settlements, turning 71,  etc.) :
http://www.cra-arc.gc.ca/tx/ndvdls/tpcs/rrsp-reer/trnsfrrng/menu-eng.html

RRIF Minimum Annual Withdrawals:
http://www.taxtips.ca/rrsp/rrifminimumwithdrawal.htm

BC Government Benefits/Programs/Services:
http://www.taxtips.ca/govbenefits/bc.htm

Old Age Security (OAS) :
http://www.taxtips.ca/seniors/oas.htm

Canada Pension Plan (CPP):
http://www.taxtips.ca/seniors/cppretirement.htm

CPP Statement (request current statement of entitlement):
https://www.canada.ca/en/services/benefits/publicpensions/cpp/cpp-benefit/amount.html

Travel Advice and Advisories:
https://travel.gc.ca/travelling/advisories?_ga=2.44052196.1944502381.1497553509-1182912406.1474671271

Employment insurance benefits:
https://www.canada.ca/en/services/benefits/ei.html?_ga=2.261106253.1944502381.1497553509-1182912406.1474671271

The following links are provided as an additional resource and are for information and convenience purposes only. By accessing any of the links provided you will be leaving my website. The inclusion of a link does not imply endorsement or approval of the linked website, the third parties named therein or their products and services, by Worldsource Financial Management Inc or Pullem Wealth Management Access to any other website linked to this Site is at your own risk. Neither Worldsource Financial Management Inc. nor I am responsible for the availability, accuracy or reliability of any linked website or any link contained in a linked website.

heidi-u-pullem

Heidi U. Pullem
CFP, CDFA

Wealth Advisor

Pullem Wealth Management
Suite 1500, Pacific Centre, 701 W. Georgia Street
Vancouver, BC V7Y 1C6

tel
604.601.3435
cel
604.808.8334
fax
604.874.9799
email
pullemwealthmanagement@outlook.com