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Links & Resources

There are many sources of financial information available on the Internet. We've listed some below that we think you will find useful and invite your suggestions for other sites and articles you found interesting.

Advocis

The Financial Advisors Association of Canada Organization resulted from the merger of CAIFA and CAFP. News, events, continuing education opportunities, consumer information, and advocacy articles.

CFP

CFP stands for Certified Financial Planner®. The CFP® registered certification marks identify individuals who are dedicated to a high level of professionalism in providing financial planning advice.

Partners in Planning

Partners In Planning Financial Services Ltd. is Canada's largest national independent mutual fund dealer and offers a full range of mutual funds and money products. Referral arrangements with other financial institutions allow Partners In Planning Financial Services to refer clients for such products as stocks, bonds, mortgages, debt instruments and private investment counselling.

MFDA

The Mutual Fund Dealers Association of Canada is a not-for-profit self-regulatory organization for mutual fund dealers in Canada.

CDIC

Canada Deposit Insurance Corporation (CDIC) is a federal Crown corporation created by Parliament. CDIC insures Canadians’ savings in case their bank or other CDIC member institution fails or goes bankrupt. CDIC is NOT a bank. CDIC is NOT a private insurance company.

CRA

General information site for the Canada Revenue Agency.

Disclaimer

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.