Client Centre
View my investments
Financial Resources
My Canada Revenue Agency (CRA) setup
Step 1: Sign up for MyCRA.
Step 2: Authorize a representative.*
Step 2: Authorize a representative.*
*Please contact our office directly for our CRA RepID.
My ServiceCanada setup
Sign up to view and update your information for:
- Canada Pension Plan (CPP)
- Old Age Security (OAS)
Click here for instructions.
Financial Resources
- IG Mortgage Department: 1-800-328-6488
- IGSI Trading Desk: 1-800-216-7244
- Client Account View Support: 1-877-796-3788
- CRA – TIPS Line: 1-800-267-6999
Helpful Links
Helpful Links
How do I authorize Jeff Somers & Associates as my representative with the CRA?
First sign up for MyCRA, then authorize a representative through that account. You’ll need our CRA RepID to complete the authorization — please contact our office directly and we’ll provide it.