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Home / Regional / North America / Canada / Business and Economy / Financial Services / Financial Planning
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- Regional/ North America/ Canada/ Business and Economy/ Financial Services/ Investing@ (149)
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Web Sites
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- Addenda Capital Inc. - Mission of the Addenda team is to create added value from the management of bond portfolios.
www.addenda-capital.com
- Advantage Financial Plus - Provides retirement, investment, and education planning services.
www.advantagefinancialplus.com
- AdviceforInvestors.com - Advice for the investor in Canadian companies.
adviceforinvestors.com
- Albert Rothier, CFP - Offers financial planning advice for Canadian families and individuals.
www.albertrouthier.com
- Alfred Cote Financial - Provides comprehensive financial planning and investment services.
www.alfredcotefinancial.com
- Balanced Planning Group - Insurance planning company dealing with independent financial planners in Canada
www.magi.com/~bpinfo
- Benefits and Pensions Monitor - Magazine covering employee benefits management and pension fund investment.
www.bpmmagazine.com
- Berkshire Group - Insurance, investing, financial planning.
www.berkshire.ca
- BMO Nesbitt Burns - Canadian investment research and financial advisory services.
www.bmonesbittburns.com
- Brant Securities - An independent full service securities firm in the fields of corporate and personal finance, and institutional equity. Lists company information, services, news and links.
www.brantsec.com
- Brophy Financial Planning - Financial planning and insurance services based in Ottawa, Ontario Canada.
www.shop.net/brophy
- Bruce D. Jeffery - An investment advisor of the Royal Bank group, offering a wide range of investment services. Located in Kingston, Ontario, Canada.
www.investwithbruce.com
- Bryan and Hedden Financial - Assisting business owners, corporate executives in design and implemenation of tax effective strategies.
www.bryanandhedden.com
- 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.
www.ccra-adrc.gc.ca/tax/registered/menu-e.html
- Canadian Association of Insurance and Financial Advisors - Voluntary association of professional insurance and financial advisors.
www.caifa.com
- Canadian Money Search - Helps Canadians find bank accounts they may have forgotten, free of charge. Includes information, and search.
members.tripod.com/msearch/welcome.htm
- Canadian Office of Financial Planning - Interest group of financial planners for all of Canada
www.cafp.org
- 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
www.cstplan.com
- Canadian Scholarship Trust Plan - World's largest group plan tax shelter designed to help parents and grandparents save tax free for their childrens future post secondary education.
www.cst-plan.net
- Canadian Securities Course - To help Candian Securities Course students pass their examination at their first sitting, by offering a Test Bank software package that helps them improve their test taking skills, giving actual multiple choice questions from previous CSC exams
www.cdnsecuritiescourse.com
- Canadian Tax and Financial Information - Information on money saving, tax reduction, and wealth building.
www.taxtips.ca
- Capital Management Group - Provides financial, estate and tax planning services in Owen Sound, Ontario.
www.ows-biz.com/cmg-owensound
- Comprehensive Financial Planning Services - Customized Financial Planning Solutions to Your Individual Needs.
www.wealthmanager.ca
- David Chapman - Provides investment advice. Publishes a newsletter and serves as an Investor's Digest of Canada columnist.
www.davidchapman.com
- David J. Wright - Certified financial planner associated with the Berkshire Group.
www.davidjwright.com
- Diverse Investment Sales - Tax advantaged investment products incliuding the Millennium Art Collection and Heritage Properties.
www.diversity.on.ca
- Dream Canada - Offers tax preparation and financial planning for Canadians.
www.dreamcanada.net/tax.html
- Dufferin Financial Group - Providing a full range of investment management services.
www.dfgroup.ca
- Duggan Financial Inc. - At Duggan Financial Inc. our commitment is to design a financial plan that will meet your needs today and tomorrow. We understand that no two people are exactly the same and each plan is individually designed to reflect this.
www.mli-east.com/duggan
- Dundee Wealth Management - Canadian-owned wealth management company engaged in investment banking, securities brokerage, financial planning and investment advisory services.
www.dundeewealth.com
- E W West Investments - Professional advice, professionally managed mutual fund portfolios, RRSP's, RESP's. All available for purchase online.
www.ewwest.com
- Equity Rewards - Canadian loyalty program that allows members to collect rewards for retirement (RSP) or education (RESP) savings plans through purchases of a variety of products and services.
www.equity.ca/eqdoc/index.html
- Fairvest Securities Corporation - Provider of corporate governance research, proxy review and proxy voting services for institutional investors.
www.fairvest.com
- Financial Advisor Directory - The purpose of this site is to bring people looking for Canadian financial advisors and advisors together.
www.rrsp.org/advisors/index.htm
- Financial Planning - Plan Your Retirement - Dave P. Financial - Having a Financial Plan is critical to the success of any individual, family or business. We practice the following process to help produce quality financial plans for our clients.
www.mortgageinsurance.bc.ca/financial.html
- Finnancial Security Planners - Provides financial and advisory services in Ontario, Canada.
www.fsplanners.com
- Fitzgerald & Roderick Landscape Contractors Ltd. - Landscape design and construction firm specializing in natural stone applications and superlative garden creation.
www.far-landscape.com
- Genus Capital Management - Vancouver-based investment counselling firm. Provides asset management services to institutional investors and private clients.
www.genuscap.com
- Great Pacific Management Co. Ltd. - Western Canada's largest independent financial planning company.
www.greatpacific.ca
- Guardian Capital Advisors - One of Canada's established independent investment counselors, managing over $8 billion in client assets.
www.wealth-watch.com
- Hansonfinancial.ca - Provides wealth, retirement, estate and financial planning advice.
www.hansonfinancial.ca
- Hatton Financial - Specializing in advanced tax sheltering, wealth accumulation planning, business succession, and retirement planning.
www.hatton.ca
- Heritage Scholarship Trust Foundation - Offers and administers a Registered Education Saving Plan (RESP) under the federal Income Tax Act.
www.heritageresp.com
- Independent Financial Online Marketing - Financial planning ideas and articles, and the premier site for Financial Calculators for Canadians.
www.independentfinancial.on.ca
- Investing Canada (About.com) - An extensive library of links for Canadian investors plus Canadian Internet stock indexes, mutual fund charts, and three columns a week of commentary.
investingcanada.about.com
- Investment Planning Counsel of Canada - Independent financial services firm with offices in every province in Canada.
www.ipcc.ca
- IQON Financial Inc. - Provides financial service and support to an exclusive network of independent financial advisors.
www.iqon.com
- Jason McKersie Investment Group - A wealth management team from Nesbitt Burns speciallizing in personal RRSPs and investment accounts.
www.jasonmckersie.com
- Jeff McKay Financial Services - Provides wealth management and investment services in the Toronto area.
www.mckayfinancial.ca
- Jennings Financial Group - Providing estate, retirement and investment planning in Toronto.
www.jenningsfinancial.com
- John H. Uren and Associates inc. - John H. Uren and Associates inc. is a chartered financially planning firm based out of London, Ontario. Directed by John H. Uren P.Ag. CFP CLU CH.F.C. RHU, with over 15 years in the financial services industry, we provide investment and estate planning services, Life insurance, Mutual Funds and Guaranteed Investments, and disability and critical illness insurance
jhuandassociates.com
- KCM Wealth Management Inc. - An independent, fee-only investment counsel and financial advisory firm based in Vancouver, B.C.
www.kcmwealth.com
- Kofin Financial Group - Retirement and investment planning organization.
www.kofin.ab.ca
- Longterm Investing - Financial advice from experts from Nova Scotia.
www.longterminvesting.net
- Macklem Financial - Provides investment planning, retirement planning, insurance and financial advice.
www.macklemfinancial.com
- Manitou Investment Management - Provides discretionary investment management services on a tax-effective basis.
www.manitouinvestment.com
- Manulife Financial Eastern Canada Region - Manulife Financial Eastern Canada Regional website.
www.mli-east.com
- Money Concepts - Offers investment advisory services to both corporate and individual markets, providing solutions for a wide variety of financial matters.
www.moneyconcepts.ca
- Money Concepts Ottawa East - Financial Planners - Comprehensive financial planning services to individuals/ families and agents for most mutual fund, GICs, bonds and life/disability insurance.
www.moneyconceptsottawa.com/index.html
- MoneyMap - Provides financial planning, life insurance, tax or money planning services.
www.monymap.com
- Moneyplanners - Offers independent financial planning services out of Peterborough, Ontario. Offerings include mutual funds, insurance, RRSP's, RESP's, etc.
www.skybusiness.com/moneyplanners
- MoneyProblems.ca - Articles and advice of personal finance topics and issues.
www.moneyproblems.ca
- NDB Financial - Helping people identify their financial goals and achieve them through wealth creation and financial management
www.mli-east.com/NDBfinancial
- Networth Asset Management Inc. - Structured to meet the needs of Canadian residents.
www.networthassetmgt.com
- Nisco - Provides a range of financial advisory services.
www.nisco.bc.ca
- Outlook Financial - A Manitoba based financial institution. Offers GICs and RRSPs that work at higher rates than those at conventional financial institutions.
www.outlookfinancial.com
- P.J. Doherty & Associates Investment Counsel - An independent investment counselling firm in Ottawa, Ontario. Provides investment management services since 1979.
pjdoherty.com
- Patrick Gibson, CFP - Offers financial planning and investment advice.
www.ecn.ab.ca/finance
- Personal Investing With Mark Lalonde - Professional investment advice and personalized service to high net-worth investors.
www.marklalonde.com
- Price Financial - Deals with mutual funds, planning and investment. Located in Cadboro bay, Victoria, British Columbia, Canada.
www.terryprice.com
- PRW Financial - Provides fee based financial planning to residents of Alberta, Canada.
www.prw.ab.ca
- R.R. Communications - An investor relations firm with expertise in the Internet. Builds and services investor audiences for its clients, within full compliance of all market regulations.
www.rrcomm.com
- Rarestone Financial Series Inc. - Provides financial and retirement planning programs for Canadians.
www.personalfinanceseries.com
- Regal Capital Planners Ltd. - An independent Canadian investment dealer
www.regal.ca
- RESP - The Registered Education Savings Plan known as the RESP is the best way to save for a childs post-secondary education.
www.lecky.net/resp
- RESP Canada - Gives parents a tax sheltered way to save for their children's post secondary education.
www.respcanada.com
- RESP Ontario - Registered Education Savings Plan - The DIPLOMA Registered Education Savings Plan is a highly competitive option for investing in an RESP. In addition to the tax shelter and the 20% Grant from the government, DIPLOMA offers up to 15% in an additional bonus.
www.lecky.net/Diploma
- Retire4Life - Retirement, estate, and business succession planning for Canadians.
www.retire4life.com
- Retirement Life Challenge - Offers financial planning software, courses, and a resource library.
www.retirementchallenge.com
- Rice Financial Group Inc. - Independent retail distributor of financial products including GICs, RRSPs, mutual funds, strip bonds, retirement products, etc.
www.ricefinancial.com
- Rob Hunter - TD Evergreen Canada - Provides financial planning, stock brokerage, RRSP and estate planning services.
www.investrobhunter.com
- Roche Securities - Provides independent financial advice, expertise and integrity to retail and corporate clients.
www.rochesecurities.com
- Royden Brigham Financial Services - For over 15 years, we have provided a full range of financial services centred around Retirement and Estate Planning. Our services include RRSPs, RRIFs and Annuities; Mutual Funds;...
www.brighamfinancial.com
- Rutherford Financial Services - Helping people identify their financial goals and achieve them through wealth creation and financial management. To market and service high quality financial products and estate planning tools.
www.mli-east.com/rutherford
- ScotiaMcLeod - Full-service Canadian investment dealer.
www.scotiamcleod.com
- Stronach Financial Group - Provides fee-only financial planning and advice to Canadians.
www.stronach-financial.com
- Sylvia Lim - Certified Financial Planner - Sylvia Lim helps small businesses and individuals with taxes, debt management, wealth and retirement planning. Author of a new easy-to-read Personal Budgeting book.
www.slimzone.ca
- Tactical Asset Management, Inc. - Offering residents of Canada professional management of their investment capital.
www.tacticalassetmgmt.com
- The Annucan Group of Companies - Provides financial and retirement advisory services in Canada.
www.annucan.com
- The Children's Education Trust Of Canada - An RESP trust plan that is eligible for the CESG grant. Parents can save monies for their childrens's future educational cost.
www.educationtrust.ca
- The Hughes Trustco Group - Investment and insurance brokers licensed across Canada. We offer a wide choice of investments in GIC's, RRSP's, Funds, Annuities, RRIF's and life insurance. Purchase all your investment needs online!
hughestrustco.com
- The RITE Team Ltd. - Provides retirement, investment, tax and estate planning in Canada.
www.riteteam.bc.ca
- The RitePath Financial Planning System - A variety of retirement planning ideas dedicated to Canadians who do not want to become a burden to their children; and who wish to leave a financial legacy.
www.ritepath.on.ca
- The Screaming Capitalist - Financial planning and investing for Canadians.
screamingcapitalist.com
- Tremont Investment Management - Commercial website providing hedge fund investment counsel for high networth Canadians.
www.tremontinvestment.com
- Trinity Capital - Works with entrepreneurs in Canada, United States, and Europe to finance and build their companies.
trinitycap.com
- Two Cents Worth - Free Financial Planning Newsletter - Keep abreast of changes to tax laws, RRSP rules, and other legislation that affects you.
www.rrsp.org/newslet.htm
- Vancouver Financial Planning Consultants - Offers its clients a full range of financial planning and wealth management services.
www.vfpc.org
- William Vastis - RBC Dominion Securities - Investment advisor helping clients achieve financial goals by addressing their total financial picture in partnership with RBC Dominion Securities.
biznet.maximizer.com/williamvastis
- Yves Roy - We are an independent wealth management & financial consultant firm offering quality customized financial services & products to individuals and business.
www.mli-east.com/yvesroy
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