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financial planner? Try these links! Advantage
Financial Plus
Mark McGregor is a Hamilton based financial
consultant who also writes and speaks regularly
on the subject.
Ascot
Financial Services
Ascot offers financial planning and mutual fund
sales through its forty representatives across
British Columbia.
Assante
Asset Management
Assante is a leading provider of financial
management services and recently acquired Equion
Group.
CAIFA
- Insurance
The Canadian Association of Insurance and
Financial Advisors represents 18,000 advisors in
the insurance and investment industries. Learn
about them here.
Certified
Financial Planners
Learn about the CFP designation, and search for a
Certified Financial Planner.
David
Chapman
David Chapman is a Toronto based Investment
Advisor who uses technical analysis and publishes
a frequent faxed newsletter called Technical
Scoop.
Rene Depres,
Planificateur Financier
Mister Depres offers private management for
private clients at this bilingual site, still
under construction. He's based in Pointe Claire,
Quebec.
Farm Mutual
Financial Services
With over sixty offices across Ontario, Farm
Mutual offers a variety of services including
insurance, financial planning and mutual fund
sales.
Financial
Concept Group
One of Canada's largest financial planning
companies, Financial Concept Group recently
merged with Assante Capital Management.
Financial
Insight
This online investment newsletter from
Calgary-based financial planner Dave Heinze
covers a wide range of topics. Plays soft music
while you peruse!
Financial
Planning FAQ's
How do you know if you need a financial planner
and how do you go about choosing one? That and
other questions are answered here - from the
Canadian Association of Financial Planners Site.
Find a
Planner
Select a Province and search for a planner near
you - from the Canadian Association of Financial
Planners.
Fraser
Financial Group
This BC company, with offices in Vancouver,
Abbotsford, Kelowna and Vernon, provides a full
range of financial and investment services.
Graham
Financial Services
Licensed in Quebec and Ontario for the Mutual
Group, Graham sells insurance and Mutual Life's
segregated funds.
Green
Investors Online
Frank Arnold of AAI Financial Group on Vancouver
Island offers investors socially responsible
investment choices. Site includes a quarterly
newsletter.
Richard P.
Harvey & Associates
Richard Harvey offers tailored financial planning
strategies for residents of Prince Edward Island.
Hewmac
Investment Services
This company based in Newmarket, Ontario has
branches throughout the province.
J.C. Hood
Investment Counsel
This Toronto company provides advice for clients
with over $200,000 to invest.
KCM Wealth
Management
KCM is an independent fee-only financial planner
and investment counsel operating in Vancouver,
B.C. Site includes back copies of their excellent
newsletter.
M. James
Martin Financial Inc.
This company serves clients in the Kingston area.
Money
Concepts
This is a national chain of financial planners
with offices across Canada.
Moneyplanners
Ken McClure operates this financial planning
office in Peterborough, Ontario.
MoneyPower
Online
Mississauga based MoneyPower Inc. is a fee-based
financial planning service covering all aspects
of personal and business financial management.
Peer
Financial
Peer Financial offers financial planning services
in Calgary, Edmonton and Lloydminster and through
affiliates throughout Western Canada.
Precise
Financial
This Montreal based company offers debt
management, retirement planning, education
funding, insurance products and wealth
preservation strategies.
Put Your
Financial Advisor On a Leash
So a professional is managing your money?
Thats great. Now you just have to manage
your manager. An article in MoneySense by Kelly
Rodgers.
RetireWeb
This site covers everything from news to the
psychological aspects of retirement. Includes
half a dozen handy calculators.
RRSP.org
Douglas Hudson is a Montreal-based Certified
Financial Planner and provides some commentary
and insights here.
the
SCREAMING capitalist
Calgary Investment Advisor Kevin Cork presents
sound investment advice and commentary in a very
unusual and downright funny way. This is a Lycos
Top 5% site. Free newsletter available too.
Select
Financial Services
London, Ontario financial planner Terry Rushton
offers a wide array of financial services.
Selecting an
Independent Financial Advisor
From Mackenzie Financial, an article about the
value of independent advice and some tips on
selecting an advisor.
Greg Symons,
Investment Advisor
Greg Symons is an investment advisor with RBC
Dominion Securities based in Mississauga,
Ontario.
Stalking the
Wild Gurus
MoneySense put Canada's best-selling mutual fund
books to the test... and the results were
shocking. By Kelly Rodgers.
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