Resources - Fortress Wealth Management

CIRO

The Canadian Investment Regulatory Organization (CIRO) is the national self-regulatory organization that oversees all investment dealers, mutual fund dealers and trading activity on Canada’s debt and equity marketplaces.

CIPF Member

CIPF’s mandate is to provide protection to customers who have suffered or may suffer financial losses as a result of the insolvency of a CIRO Member.

Know your Advisor

Find out if the individual you’re researching is currently employed by a CIRO-regulated investment dealer. AdvisorReports are only available for advisors currently approved with an investment dealer.

Designed Securities

Our middle office. Designed supports us by ensuring we have the freedom, independence and flexibility to serve your needs and best interests, without the influence of others and without any conflicting goals.

Aviso

Our back office. Aviso is a leading wealth management organization. They provide a robust, comprehensive and customizable suite of wealth management and investing solutions.

Tax Rates

By Province

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CRA Resources

Your Account

Sign in or register to manage your personal and tax information, get your TFSA & RRSP contribution rooms, check the status of your tax refund or benefit payment, make payments to the CRA, change your contact or banking details, and get a notice of assessment or proof of income.

OAS Benefits Estimator

The Old Age Security (OAS) pension is a monthly payment you can get if you are 65 and older.

Retirement Income Calculator

The Canadian Retirement Income Calculator will provide you with retirement income information. This includes the Old Age Security (OAS) pension and Canada Pension Plan (CPP) retirement benefits.

GIS Calculator

The Guaranteed Income Supplement (GIS) is a monthly payment you can get if you are 65 or older.

Disability Benefits including RDSPs

Includes RDSPs, disability pensions and children’s benefits, savings plans and a gasoline tax refund program.

Life Expectancy Calculator

Answer the questions to find your lifetime. It is worthwhile to create the free account at the end to get detailed personalized feedback.

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Free Advice

Obstacles are those frightful things you see when you take your eyes off your goal. - Henry Ford

The Henry VI Quarter Noble

Discovered in Newfoundland in 2022, it was minted about 70 years before explorer John Cabot arrived in Newfoundland in 1497. It is one fourth of a larger gold coin called a Noble. How this coin, minted between 1422 to 1427 and in almost pristine condition, ended up in Newfoundland is still a mystery.