Personal Finance

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In the Library

Select Print Magazines

Canadian Moneysaver

Kiplinger's Personal Finance (US)

MoneySense (Can)

Economist (UK)

Canadian Business

Report on Business Magazine

BC Business

Print Newsletters on Investing (Reference only)

Canadian Mutual Fund Adviser - Biweekly. Advises on investment strategies for mutual funds and makes recommendations.

Gordon Pape’s Mutual Funds Update - Monthly. Provides information on specific funds, compares funds, rates, and recommends funds.

The Investment Reporter - Weekly. Recommendations of selected stocks and personal finance information.

Investor’s Digest of Canada - Biweekly. Detailed analyses from various investment dealers.

Money Reporter - Recommendations of common stocks, bonds, preferred shares, and comments on investment strategies.

Value Line (standard and expanded editions) - Three-part publication highlighting 7000 U.S. companies. A one page synopsis of each company describes their stock performance, key financial data, and future prospects.

Personal Finance

"My Money" (from Canadian Business) - Information on: mortgages, insurance, taxes, investing, and estate planning.

Sympatico/MSN Finance (Canadian) - Investing, taxes, banking and retirement.

Finding Financial Advisors

Getting financial advice - From the Ontario Securities Commission.

How to choose an investment advisor - From the BC Securities Commission.

Advocis -- Find an Advisor - Advocis is a membership organization of financial professionals.

Financial Planners Standard Council - Search for Certified Financial Planners (CFP) in your area.

Discplined Persons List (from BCSC) - Financial advisors who have been disciplined by Securities' Commissions.

Enforcement Actions - Public disciplinary-related information regarding firms and individual registrants with Investment Industry Regulatory Organization of Canada (IIROC).

Stocks

Google Finance (Canadian) - An all-in-one page resource: charts, simple financial ratios, industry summary.

Globeinvestor (Globe and Mail) - News, investment opinion, income trusts, and more.

Bigcharts - To view charts of Canadian companies, put CA: before the ticker symbol.

Investor's Digest - Select pages from a popular Canadian bi-weekly publication.

Mutual Funds

Globefund - From the Globe and Mail.

Morningstar.ca - The Canadian version of this popular financial website.

Bonds and other fixed income

Fixed Income Investments - TD Canadatrust explains the difference between types of fixed income instruments.

Fixed Income - Bond rates, T-bill rates, Strip bonds, and real return bonds.

Annual Reports of Publicly Traded Companies

SEDAR - Securities related information for Canadian companies: annual reports, interim financial statements, news releases, etc.

EDGAR - Securities related information for American companies.

Investor Education

InvestorEd - Aspects of personal finance are covered in this Ontario Securities Commission website.

InvestRight.org - BC Securities Commission Investor Education includes advice on:
  •choosing an investment advisor;
  •scams and frauds.

Financial Consumer Agency of Canada - This federal agency provides consumers with accurate information about financial products and services, and Canadians' rights and responsibilities when dealing with financial institutions.

Rates

Bank of Canada - Interest and exchange rates

Comparing rates - A comparison of annuities, savings and chequing account rates, mortgages, GICs, and more.

Real Estate

Realtors in the Greater Victoria area -Courtesy of the Victoria Real Estate Board.

Realtor.ca Listings - (Formerly known as MLS) Real estate property listings for sale across Canada.

US Property Listings - Real estate property listings for sale across the United States.

Mortgages

The ABCs of Mortgages - From the Financial Consumer Agency of Canada (Federal Government)

Canadian Mortgage and Housing Corporation (CMHC)

Taxes

Canada Revenue Agency (CRA) - This federal government agency collects taxes on behalf of the Canadian Government.

Taxes.ca - A non-government source of tax information

Canadian Taxpayers Federation - An advocacy group dedicated to lower taxes, less waste and accountable government.

CGAs on Vancouver Island - Certified General Accountant firms on Southern Vancouver Island

CAs in Victoria - Chartered Accountacy firms in Victoria

Insurance

ICBC - Car insurance for BC residents

Insurance Bureau of Canada

Budgets and Budgeting

Budget planning - Including worksheets and online planners.

Credit Counselling Canada

Retirement

Canadian Association of Retired Persons (CARP) - An advocacy group committed to the good health and finances of those 50+.

RRSPs and related plans - From the Canadian Revenue Agency.