Government portals, retirement calculators, regulatory bodies and consumer-protection resources — the reliable, official sources we point physicians, dentists and incorporated business owners to most often.
These are official, third-party resources — not products or services we sell. Bookmark this page and come back to it whenever you need to check a contribution limit, look up your CPP estimate, or confirm your professional college’s requirements. If you can’t find what you’re looking for, call our Calgary office or book a consultation and we’ll point you in the right direction.
Check notices of assessment, RRSP/TFSA room, and file or track your personal tax return.
For your professional corporation — corporate tax filings, instalments and account balances.
Government of Canada’s official page on RRSP rules, deduction limits and carry-forward room.
Current and historical annual TFSA limits, and how to check your available room.
Government of Canada tool for estimating CPP, OAS and your own savings as retirement income.
Eligibility, payment amounts, and how to apply for the Canada Pension Plan.
Eligibility rules, clawback thresholds and how to apply for Old Age Security.
View your CPP contribution history and estimated benefit amounts directly.
Regulatory body for physicians practicing in Alberta.
Regulatory body for dentists practicing in Alberta.
To find or verify a Chartered Professional Accountant in Alberta.
To find or verify a lawyer for incorporation, wills or estate work in Alberta.
Not-for-profit organization protecting Canadian life and health insurance policyholders.
Free, independent complaint resolution for life and health insurance consumers.
Plain-language guides on wills, powers of attorney and estate planning in Alberta.
Consumer protection, complaint tools and financial literacy resources.
Planning resources built specifically for the clients we work with most.
Incorporation timing, tax strategy, retirement and estate planning built around a medical career.
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Succession, corporate wind-down and tax-efficient retirement income for incorporated owners.
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Ongoing articles on tax, retirement and planning topics for incorporated professionals.
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A note on these links: the resources above are provided for your convenience and are maintained by independent third parties — government bodies, regulators and industry associations. Mehan Private Wealth does not control, endorse or take responsibility for the content, accuracy or availability of external websites. Always confirm details directly with the source before acting on them, and speak with us if you’re unsure how any of this applies to your own situation.
That’s exactly what a conversation with a planner is for. Book a free, no-obligation consultation and we’ll walk through it together.