Directory of Financial Planning Resources

Home > Regional > North America > Canada > Business and Economy > Financial Services > 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).

Subcategories

• Financial Advisors
• Insurance
• Investing

Resources in This Category

• Assante Corporation

  http://www.assante.com/
  Provider of financial and life management services.

• Benefits and Pensions Monitor

  http://www.bpmmagazine.com/
  Magazine covering employee benefits management and pension fund investment.

• Canada Revenue Agency: Registered plans administrators

  http://www.cra-arc.gc.ca/tx/rgstrd/menu-eng.html
  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.

• Canadian Scholarship Trust Plan

  http://www.cstplan.com/
  R.E.S.P. Scholarship Program, serving Canadian youth for over 38 years. Raises funds through charitable donations and is without share capitol/holders

• Children's Education Funds Inc.

  http://www.cefi.ca/
  A Group Registered Education Savings Plan (RESP), eligible for the Government's CSEG grants. Offers foundation background and investment calculator.

• Fellow of the Canadian Securities Institute

  http://www.fcsi.ca/
  Includes a searchable directory of FCSI's, which is a designation awarded to financial services professionals who attain advanced education and experience.

• Financial Planning

  http://investingcanada.about.com/
  A library of links for Canadian investors plus Canadian Internet stock indexes, mutual fund charts, and three columns a week of commentary.

• Guardian Capital Advisors

  http://www.gcaweb.com/
  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.

• Investment Planning Counsel of Canada

  http://www.ipcc.ca/
  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.

• Money Concepts

  http://www.moneyconcepts.ca/
  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.

• Rarestone Financial Series Inc.

  http://www.personalfinanceseries.com/
  Provides financial and retirement planning program materials. Offers downloads for educational documents, presentation materials, speaking engagement notes and licensee resources.

• Retirement Life Challenge

  http://www.retirementchallenge.com/
  Offers financial planning software, courses, and a resource library. Lists products, company background, frequently asked questions and business address.

• taxtips.ca - Canadian Tax and Financial Information

  http://www.taxtips.ca/
  Information to help the consumer save money, reduce taxes, and build wealth. Offers tips on income tax, small business, wills, estates, GST and PST.

Related Categories

• Home > Business > Financial Services > Financial Planning

 

Home > Regional > North America > Canada > Business and Economy > Financial Services > Financial Planning

 

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