Skip to main content
menu
ed.bootle@igpwm.ca780-906-8872Meet With UsClient Login
  • Who We Are
    • About Us
    • Our Approach
    • Meet Our Team
    • Community Involvement
  • Who We Serve
  • Our Solutions
    • Investment Planning
    • Business Succession
    • Intergenerational Wealth Transfer
  • Education Centre
    • Articles
    • Videos and Webinars
    • Events and Seminars
    • Financial Resources
    • Money and Youth
    • Podcasts
  • Get In Touch
    • Find Our Office
    • Meet With Us
    • Personal Introduction
  • Client Login
    • Access Solutions Banking
    • View My Investments
  • Achieving Success by Working Together

    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

    Learn More Contact Us

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
  • Yahoo! Finance
  • Tax Calculators & Rates – EY
  • IG Mortgage Calculator  

Address

  • Bootle & Associates Private Wealth Management
  • #2610, 10180- 101 Street NW
  • Edmonton, AB T5J 3S4
  • Investors Group Securities Inc.

IIROC Advisor Report

Contact

  • 780-906-8872
  • ed.bootle@igpwm.ca

Connect

  •  
  •  

Mutual funds, investment products and brokerage services are offered through Investors Group Securities Inc., (in Québec, a firm in Financial Planning). Investors Group Securities Inc. is a member of the Canadian Investor Protection Fund. Insurance products and services distributed through I.G. Insurance Services Inc. , (in Québec, a Financial Services Firm). Investors Group Trust Co. Ltd. is a federally regulated trust company and the mortgagee. Mortgages are offered through I.G. Investment Management, Ltd.* Inquiries will be referred to a Mortgage Planning Specialist (in Ontario, a Mortgage Agent, and in Quebec, New Brunswick and Nova Scotia, a Mortgage Broker). *In ON and NS, registered as a Mortgage Brokerage (ON 10809, NS 3000240) and a Mortgage Administrator (ON 11256, NS 3000232), in QC, registered as a financial services firm (QC 2400376104) and in NB, registered as a Mortgage Brokerage.
 

Conditions of Use | Privacy | Disclosures

© 2023 Bootle & Associates Private Wealth Management All rights reserved.