Tools and links

Tools and links

This is where you will find tools which will allow you to manage your finances better, as well as links to additional information. Rest assured that we are always available to answer your questions!

Insurance and Investments

Several websites are available to you to learn more about the different products offered at Simplicité financière. If you wish to obtain more information on insurance or investments, here are some useful links.

 

Groupe Cloutier Investments

If you are already an investment customer of Simplicité financière, here is a link to your toolbox. You can check the status of your investments at all times. If you are not yet registered, you can do so by clicking on the link below.

Toolbox for customers

 

Autorité des marchés financiers

This site is useful for obtaining information on the types of products that exist in the market or confirm that your advisors are registered with the AMF..

Autorité des marchés financiers

 

Chambre de la sécurité financière

This organization was created to protect consumers by maintaining discipline and overseeing the training of Financial Security Advisors. You can check if your Advisor is a member or get information on the latest disciplinary decisions in the financial market.

Chambre de la sécurité financière

 

Personal Finances and Income Tax

To manage your day to day finances effectively, here are some useful links.

 

Financial Consumer Agency of Canada

In order to make an effective budget, here is a link to the Financial Consumer Agency of Canada, which will help you achieve this.

Making a budget and sticking to it

 Also, here is a link to some interactive calculators that very user friendly. You will find tools for your budget, your mortgage, credit cards, etc.

Tools and calculators

 

If you are searching for information in relation to your income taxes, here are two essential links:

Revenu Québec

Canada Revenue Agency

 

Here is also a check list that we have created to assist you during the tax season

Checklist taxes 2019