Skip to main content
menu

Book a Meeting   View My Investments

  • Home
  • Who We Are
    • About Us
    • Meet Our Team
    • Testimonials
    • Community Involvement
  • Why Work With Us
    • Questions We're Asked
    • Your Financial Future
    • Our Approach
    • Before Your Appointment
  • IG Private Company Advisory
  • How Can We Help?
  • Private Wealth Planning Experience
  • Education Centre
    • Articles
    • Events and Seminars
    • Financial Resources
    • Money and Youth
    • Podcasts
  • Get in Touch
    • Find Our Office
    • Book a Meeting
    • Personal Introduction
  • Already a Client
    • View My Funds
    • View My Investments
  • forest

    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 Client Statements
  • IG Fees
  • IG Investments Intelligence
  • Market Updates
  • Yahoo! Finance
  • Tax Calculators & Rates – EY
  • IG Mortgage Calculator  

Address

  • Floer Milliken Group
  • Private Wealth Management
  • 120 – 2121 152nd Street
  • Surrey, BC V4A 4P1
  • Investors Group Financial Services Inc.

Contact

  • Email: rick.floer@igpwm.ca
  • Phone: 604-541-5319

Connect

  •  
  •  
CIRO logo
CIPF logo

www.ciro.ca

Conditions of Use | Privacy | Disclosures

© 2025 Floer Milliken Group Private Wealth Management All rights reserved.