Downloads & Links
Need More Insurance*, Retirement, & Wealth Management Info?
Insurance, Retirement Planning, and Wealth Management can be complex topics, and many organizations have valuable data and interesting points of view. We have compiled a list of our favorate links for you.
Industry Associations
Financial Planners Standards Council (CFP)
Financial Advisors Association of Canada (Advocis)
Mutual Funds Dealers Association of Canada (MFDA)
Investment Funds Institute of Canada (IFIC)
BC Securities Commission
Insurance Council of British Columbia
Retirment Planning Links
BC Pension Corporation
Statistics Canada - Profiles Canada Business, Economy, & Society
Income Security Programs (CPP / OAS)
50 Plus.com
Retirement Life Challenge
Investment Planning Links
Morningstar Canada
Asset Allocation - Ibbotson
Mercer Investment Consulting
Investment Executive
Tax Planning
Canadian Tax Foundation
Forms to Download
Investor Profile
Your ability to choose the "when" and "what" of your retirement is a little like doing a jigsaw puzzle - sometimes you think you have the right piece, only to find that it doesn't fit very well. Putting the whole puzzle together goes hand-in-hand with good planning.
*Insurance products provided through multiple insurance carriers. |
