Canadian Financial Planning
  • Financial Planning - A library of links for Canadian investors plus Canadian Internet stock indexes, mutual fund charts, and three columns a week of commentary.
  • Dundee Wealth Management - Engaged in investment banking, securities brokerage, financial planning and investment advisory services. Maintains offices and advisors across the country.
  • Berkshire Group - Insurance, investing, financial planning. Features information on the company, mission, products, support and recognition.

  • Assante Corporation - Provider of financial and life management services.
  • Investment Planning Counsel of Canada - Independent financial services firm with offices in every province in Canada. Offers a corporate background, description of products and services, a market commentary and online resources.
  • Canadian Scholarship Trust Plan - R.E.S.P. Scholarship Program, serving Canadian youth for over 38 years. Raises funds through charitable donations and is without share capitol/holders

  • Benefits and Pensions Monitor - Magazine covering employee benefits management and pension fund investment.
  • - Information to help the consumer save money, reduce taxes, and build wealth. Offers tips on income tax, small business, wills, estates, GST and PST.
  • Fellow of the Canadian Securities Institute - Includes a searchable directory of FCSI's, which is a designation awarded to financial services professionals who attain advanced education and experience.
  • Retirement Life Challenge - Offers financial planning software, courses, and a resource library. Lists products, company background, frequently asked questions and business address.
  • Children's Education Funds Inc. - A Group Registered Education Savings Plan (RESP), eligible for the Government's CSEG grants. Offers foundation background and investment calculator.
  • Money Concepts - Offers investment advisory services to both corporate and individual markets, providing solutions for a wide variety of financial matters. Lists office locations across Canada, services and products.

  • Guardian Capital Advisors - An investment counseling firm for large accounts and institutional investors, offering discretionary investment management services. West coast and centrally based managers with online investment information and trading.
  • Financial - A collection of Canadian financial planning resources, including tools, articles and current events.
  • Rarestone Financial Series Inc. - Provides financial and retirement planning program materials. Offers downloads for educational documents, presentation materials, speaking engagement notes and licensee resources.
  • Two Cents Worth - Free Financial Planning Newsletter - Keep abreast of changes to tax laws, RRSP rules, and other legislation that affects you. Users may subscribe, unsubscribe and read past articles online.
  • Canada Customs and Revenue Agency - Provides information on RPP's, RESP's, RRSP'S as well as answers to frequently asked questions, newsletters, forms, guides information circulars and contact information.
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