- Investment strategies bonds, stocks, GIC, RRSP, RESP
- Investment accounting record-keeping and reporting
- Capital gain, dividends, interest income calculation, reconciliation, taxation
- Pension and Annuities -T4A, T4A(OAS), T4A(P), T4RIF, T4RSP
- Investment Income -T5, T3, T600, T5008, T5013 or T5013A
