Resources

Documents

• Estate planning guide
• For your executor
• For your family
• Who gets the cottage
• Your personal records organizer

Affiliated Companies

• AGF Management Ltd
• Canada Life
• Fidelity Investments Canada Ltd
• Great-West Life
• GWL Investment Management Ltd
• Mackenzie Financial Corp
• Manulife Financial
• Desjardins Financial Security

This is not a complete list. We are, as independent business agents, able to work with all companies

Professional Associations

• Advocis
• Investment Fund Institute of Canada
• Canadian Institute of Financial Planning
• Financial Planners Standards Council

Interesting Sites*

Mutual Funds

• Globe and Mail's Globefund
• The Fund Library

Financial Information

• Globefund
• Revenue Canada
• The Toronto Stock Exchange
• The Fund Counsel

Tax Information

• Department of Finance

Life Insurance Education

• life-line.org

Snapshot of the Markets

• Market Watch

Canadian Stock Exchanges

• Montreal Stock Exchange
• Toronto Stock Exchange
• Winnipeg Commodity Exchange

Canadian Interest Rates

• CANNEX

Publications

• Globe & Mail
• National Post Online
• Money

*This list of contacts is provided for your convenience only. Your financial security advisor is not affiliated with the contacts listed and makes no representation, warranty or guarantee to the services offered or the performance of the contacts listed.