| Directory > Regional > North America > Canada > Business and Economy > Financial Services > Financial Planning 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.
http://www.fcsi.ca/
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Cartier Partners.
An integrator of independent financial planning and insurance services and managed-money products.
Describes the company, products and services.
http://www.cartierpartners.ca/
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taxtips.ca - Canadian Tax and Financial Information
Information to help the consumer save money, reduce taxes, and build wealth. Offers tips on income
tax, small business, wills, estates, GST and PST.
http://www.taxtips.ca/
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Financial Planning
An extensive library of links for Canadian investors plus Canadian Internet stock indexes, mutual
fund charts, and three columns a week of commentary.
http://investingcanada.about.com
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Manulife Financial Eastern Canada Region
Offers regional financial planning services, news, events, staff directory and investors tools.
Offices in Ontario and the Atlantic provinces.
http://www.mli-east.com/
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Benefits and Pensions Monitor
Magazine covering employee benefits management and pension fund investment.
http://www.bpmmagazine.com
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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.
http://www.ccra-adrc.gc.ca/tax/registered/menu-e.html
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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
http://www.cstplan.com/
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Rarestone Financial Series Inc.
Provides financial and retirement planning program materials. Offers downloads for educational
documents, presentation materials, speaking engagement notes and licensee resources.
http://www.personalfinanceseries.com/
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The Children's Education Trust Of Canada
An RESP trust plan that is eligible for the CESG grant. Parents can save for future educational
costs. Offers foundation background and online quotations.
http://www.educationtrust.ca/
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IQON Financial Inc.
Provides financial service and support to an exclusive network of independent financial advisors.
Discusses role, products, services and offers an advisor locator.
http://www.iqon.com
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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.
http://www.wealth-watch.com/
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Dundee Wealth Management
The company is engaged in investment banking, securities brokerage, financial planning and
investment advisory services. Maintains offices and advisors across the country.
http://www.dundeewealth.com/
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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.
http://www.ipcc.ca/
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The Annucan Group of Companies
Provides financial and retirement advisory services. Offers corporate profile, business contact, a
discussion of products and services.
http://www.annucan.com/
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Berkshire Group
Insurance, investing, financial planning. Features information on the company, mission, products,
support and recognition.
http://www.berkshire.ca/
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The Screaming Capitalist
A writer, speaker and financial advisor. Discusses services, publications, experience and offers a
newsletter.
http://screamingcapitalist.com/
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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.
http://www.moneyconcepts.ca/
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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.
http://www.rrsp.org/newslet.htm
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Retirement Life Challenge
Offers financial planning software, courses, and a resource library. Lists products, company
background, frequently asked questions and business address.
http://www.retirementchallenge.com/
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