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Top/Regional/North America/Canada/Business and Economy/Financial Services/Financial Planning |
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Financial Planning : |
Financial Planning helps individuals, organizations and businesses set and achieve their long-term financial goals, through investments, tax planning, asset allocation, risk management, insurance, retirement and estate planning.
In Canada, regulations are set by each province. Currently, the Financial Planning Standards Council is the licensor of the designation Certified Financial Planner (CFP certification mark). |
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Financial Planning |
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17 web sites matced for Financial Planning |
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Retirement Life Challenge
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Offers financial planning software, courses, and a resource library. Lists products, company background, frequently asked questions and business address.
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Money Concepts
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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.
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The Screaming Capitalist
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A writer, speaker and financial advisor. Discusses services, publications, experience and offers a newsletter.
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The Annucan Group of Companies
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Provides financial and retirement advisory services. Offers corporate profile, business contact, a discussion of products and services.
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Investment Planning Counsel of Canada
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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.
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Dundee Wealth Management
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The company is engaged in investment banking, securities brokerage, financial planning and investment advisory services. Maintains offices and advisors across the country.
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Guardian Capital Advisors
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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.
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IQON Financial Inc.
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Provides financial service and support to an exclusive network of independent financial advisors. Discusses role, products, services and offers an advisor locator.
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The Children's Education Trust Of Canada
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An RESP trust plan that is eligible for the CESG grant. Parents can save for future educational costs. Offers foundation background and online quotations.
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Rarestone Financial Series Inc.
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Provides financial and retirement planning program materials. Offers downloads for educational documents, presentation materials, speaking engagement notes and licensee resources.
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Canadian Scholarship Trust Plan
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R.E.S.P. Scholarship Program, serving Canadian youth for over 38 years. Raises funds through charitable donations and is without share capitol/holders
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Canada Customs and Revenue Agency
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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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Benefits and Pensions Monitor
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Magazine covering employee benefits management and pension fund investment.
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Financial Planning
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An extensive library of links for Canadian investors plus Canadian Internet stock indexes, mutual fund charts, and three columns a week of commentary.
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taxtips.ca - Canadian Tax and Financial Information
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Information to help the consumer save money, reduce taxes, and build wealth. Offers tips on income tax, small business, wills, estates, GST and PST.
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Cartier Partners.
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An integrator of independent financial planning and insurance services and managed-money products. Describes the company, products and services.
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Fellow of the Canadian Securities Institute
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Includes a searchable directory of FCSI's, which is a designation awarded to financial services professionals who attain advanced education and experience.
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