Skip to main content
menu
ed.bootle@igpwm.ca| 780-906-8872Meet 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
  • 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
  • IG Investment solutions
  • Financial Calculators
  • Yahoo! Finance

Address

  • Bootle & Associates Private Wealth Management
  • 320 - 1 Tache St.
  • St. Albert, AB T8N 1B4
  • Investors Group Securities Inc.

Contact

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

Connect

  •  
  •  

Mutual funds and investment products and services are offered through Investors Group Financial Services Inc. (in Québec, a Financial Services firm). Additional 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.

CIRO logo
CIPF logo

www.ciro.ca 
CIRO Advisor Report

Insurance products and services distributed through I.G. Insurance Services Inc. (in Québec, a Financial Services Firm). Insurance license sponsored by The Canada Life Assurance Company (outside of Québec). Mortgages are offered by Investors Group Trust Co. Ltd., a federally regulated trust company, and brokered by nesto Inc. Licences: Mortgage Brokerage Ontario #13044, Saskatchewan #316917, New Brunswick #180045101, Nova Scotia #202507230; Mortgage Brokerage Firm Quebec #605058; British Columbia, Alberta, Manitoba, Newfoundland/Labrador, PEI, Yukon, Nunavut, Northwest Territories. Mortgage advisors are licensed professionals and equivalent to the following titles per province: Sub Mortgage Broker/Mortgage Broker in British Columbia, Mortgage Associate/Mortgage Broker in Alberta, Associate/Mortgage Broker in Saskatchewan, Salesperson/Authorized Official in Manitoba, Mortgage Agent/Mortgage Broker in Ontario, Mortgage Broker in Quebec, Mortgage Associate/Mortgage Broker in New Brunswick, Associate Mortgage Broker/Mortgage Broker in Nova Scotia, or Mortgage Broker in Newfoundland & Labrador.

Conditions of Use | Privacy | Disclosures

© 2025 Bootle & Associates Private Wealth Management All rights reserved.