Our newsletter

Rogers Group Financial (RGF) publishes a quarterly newsletter, The Financialist, which is written by the advisors of our firm. The articles are aimed at providing meaningful information relevant to the specific needs of our clients, and each covers a variety of topics (including specific investment strategies and the details of individual investment products).  The latest issues of The Financialist are below; for a complete archive and access to printable .pdf articles, please click here

My Services Canada Account 

With a My Service Canada Account, you gain online access to view and update information on your Employment Insurance, Canada Pension Plan, and Old Age Security.

Signing up for a My Service Canada Account

To register for a My Service Canada Account, go to www.servicecanada.gc.ca. You must have either:

■ A 4-digit Employment Insurance Access Code (printed at the bottom of a Benefit Statement that is mailed to you after applying for EI benefits) or,

■ A 7-digit Personal Access Code. If you do not have one, you can register for one online.

Follow the online instructions to obtain your Personal Access Code. You are required to provide information including your Social Insurance Number, Name, Date of Birth, Mother’s Maiden Name, and Postal Code. If the information you provide does not match with the information on record, you will be provided with a phone number to call.

A representative will then verify your information over the phone. Once you have completed the request either online or by phone, your Personal Access Code will be mailed to you within approximately 5-7 business days. It will be mailed to the address on record at Service Canada (this is confirmed when you are asked to provide your postal code as part of the verification questions).

Once the Personal Access Code is received by mail, you may register for your My Service Canada Account online.

Follow the online instructions to set up your User ID and Password (this is called your Access Key). Again, you will be asked a series of questions to validate your identity. Ensure that your Personal Access Code and Access Key are kept confidential. Do not provide your Personal Access Code to anyone, even when contacting Service Canada in writing or by phone.

Canada Pension Plan (CPP) Statement of Contributions

This online service allows you to access your CPP Statement of Contributions, including a history of your CPP contributions and an estimate of CPP benefits you may be eligible to receive. Once you have a Service Canada Access Key, you can enter your information on the Access Key login page. Once logged in, you will be taken directly to the Welcome Page.

At the bottom right-hand corner under Retirement Planning, you have access to the following:

■ View my CPP contributions

■ Estimate my CPP benefit

■ Apply for my CPP retirement pension

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"We have been very happy with the professional and efficient service provided by our advisor."

Jim & Deb B.