Resources
Gail Writes and Speaks
- Getting real about retirement
- Why PRPPs are a poor solution for retirement savings
- Need more retirement income? Look to dividends
- Your financial advisor has changed firms: Now what?
- Everyone needs an investing road map
- Would you get your money back if your financial institution went broke?
- How to get the best deal on your biggest loan:
mortgage brokers can lend a money-saving hand - The other side of vacation planning
- Tax bill too high? Time for a post-mortem
- Relief from Mutual Fund Tax Shock
- Are you getting the performance assessment you should?
- Why RRSPs aren't for everyone
- Ten New Year's resolutions to help investors
- A beginner's guide to emerging markets
- Discount commissions plunge toward U.S. levels Self-directed investors are winners in price war
- Global stocks at your fingertips
- Tips on DRIPs
- Worried about another October 1987? Put options provide a safety net.
- GIC Ladder Return Calculator
- Extended product warranties: Worth the cost?
- You snooze, you don't lose: Low-risk fixed income is boring, predictable - and an essential part of the investment mix
- Relief from high fund fees: Clueless about costs? Or seeking money-savings tips? Read on
- Scenes from a U.S. Recovery
- Our love-hate relationship with mutual funds
- The debtors' dilemma: Contribute now, or wait?
- Welcome to the New TFRS Season
- Ten New Year's resolutions for astute investors
- Are you missing out on forex trading?
- Fight the debt monster for future peace-of-mind
- How to Trade on Foreign Exchanges
- Exchange-traded funds open up new possibilities for bond investing
- Promise of profits, no matter how stock markets fare
- Commodities learning curve for futures trading is steep
- Commodity ETFs
- Technology ETFs
- How much risk can you stomach?
- Spreadsheet referenced in How much risk can you stomach
- Ask Gail Bebee online discussion
- How to pick a fund
- Diving into direct investing
- How to invest $10,000
- How to use online tools to find the best mutual fund
- Build your own ETF Portfolio
- Taking the Plunge into Buying Stocks?
- The All-in-one Investment Solution that could be for you
- A Guide to Buying your own Mutual Funds
- ETFs: Easy, Tax-efficient Funds
- Take Stock-Buying into your own Hands
- Building a Base with Fixed Income
- Tips for Building up your Portfolio
- Lessons from the Investing School of Hard Knocks
- Ways You Can Invest in Mortgages
- Annuities: An Option for any Retiree
- Is it Inflation or Deflation that Investors Need to Worry About?
- Boost your Investment Returns, Courtesy of the Government
- Stocks or ETFs
- Don't Sour on Stocks
- Investment Products to Avoid
- How to Find a Financial Advisor
- Let's Talk Investing, GlobeInvestor: Investing: Riskier than you might think
- Let's Talk Investing, GlobeInvestor: Dangerous investments: Don't go there
- Let's Talk Investing, GlobeInvestor: How much investing risk can you stomach?
- The Wealthy Boomer, The National Post: Understand What You're Buying
- The Wealthy Boomer, The National Post: Five rules for Investors
- Financial Post Jon Chevreau Wealthy Boomer video
- One Minute How To interview on choosing a financial adviser
- Choosing a financial advisor CBC News: Business, July 29
- Bebee, Gail. No Hype - The Straight Goods on Investing Your Money. Second Edition. The Ganneth Company, 2011.
- Betty, Keith. A Primer for Canadian Do-It-Yourself Investors. www.shakesprimer.com/
- Cadsby,Ted. The Power of Index Funds: Canada's Best-Kept Investment Secret. Stoddart Publishing, 2001. Out of print, may be available second hand.
- Chevreau, Jonathan. Findependence Day. Power Publishers, 2008.
- CSI Global Education www.csi.ca, education for the financial services industry
- Lynch, Peter. One Up on Wall Street. Penguin, 1989.
- MacDonald, Larry. Outperforming the Market: A Case Study Approach to Selecting Investments. ECW Press, 1998.
- Hagstrom, Robert G. The Warren Buffett Way. John Wiley & Sons, 2005.
- Investor Education Fund/GetSmarterAboutMoney web site, www.getsmarteraboutmoney.ca
- Mackenzie, Warren. The Unbiased Advisor. HarperCollins Canada, 2006.
- Malkiel, Burton G. Random Walk Down Wall Street. WW Norton, 2007.
- Milevsky, Moshe with Michael Posner, Money Logic: Financial Strategies for the Smart Investor. Stoddart Books, 1999.
- Reynolds, John Lawrence. The Naked Investor. Penguin, 2005.
- Siegel, Jeremy J. Stocks for the Long Run: The Definitive Guide to Financial Market Returns and Long-Term Investment Strategies. 4th Ed. McGraw-Hill, 2007.
- Bond price calculator: www.exceleverywhere.com/calculate/asp/financial/Bond_Price_Calculator/Bond_Price_Calculator.htm
- Compare your portfolio performance against a benchmark portfolio: www.secondopinions.ca/showmethebenchmark/Default.aspx
- Rate of Return Calculator: www.secondopinions.ca/showmethereturn/showmethereturn.html
- Atkinson, Howard J. & Donna Green. The New Investment Frontier III A Guide to Exchange Traded Funds for Canadians. Insomniac Press, 2005.
- Canadian Couch Potato, www.canadiancouchpotato.com
- Ferri, Richard A. The ETF Book: All You Need to Know About Exchange-Traded Funds. Wiley, 2009.
- Canadian Capitalist, www.canadiancapitalist.com
- Canadian Financial DIY, www.canadianfinancialdiy.blogspot.com/
- Cutting Through the Noise, www.steadyhand.com/blog/
- The Dividend Guy, www.thedividendguyblog.com/
- Ellen Roseman, www.ellenroseman.com
- Financial Webring Forum
- Larry MacDonald, www.blog.canadianbusiness.com/category/larry-macdonald/
- Michael James on Money, michaeljamesmoney.blogspot.com/
- Million Dollar Journey, www.milliondollarjourney.com/
- Squawk Fox, www.squawkfox.com/
- The Independent Investor, independentinvestor.info
- The Wealthy Boomer, network.nationalpost.com/NP/blogs/wealthyboomer/default.aspx
- Where Does All My Money Go, www.wheredoesallmymoneygo.com
- The Financial Planning Standards Council offers a Find a Planner tool, www.fpsc.ca/find-cfp , to search for a Certified Financial Planner.
- The Financial Advisors Association of Canada web site has a good advisor search feature covering advisors who are insurance-licensed: www.advocis.ca/content/find-ad-form.aspx.
- Accretive Advisor, www.accretiveadvisor.com/ , allows you to search for an advisor note that advisors may pay to be listed.
The following names are not recommendations, just ideas. Please do your own due diligence.
- Onus Consulting Group, www.onusconsultinggroup.com
- Weigh House Investor Services, www.weighhouse.com
- EES Financial, www.ees-financial.com
- Libra Investment Management, www.libra-investments.com
- Weigh House Investor Services, www.weighhouse.com
- T.E. Financial Consultants Ltd, www.tefinancial.com
- Harry Apostolatos, RBC Dominion Securities, Oshawa, ON harry.apostolatos@rbc.com, 905-434-3924 or 1-800-267-1522
- John De Goey, Burgeonvest Bick Securities, Toronto, ON john.degoey@bbsl.ca, 416-216-0895, 1-866-884-0895
- Beverly Evans, Richardson GMP Limited bev.evans@richardsonGMP.com, 905-615-5671 or 1(866)205-3548
- Leslie McConnell, Peak Investment Services, Montreal, PQ Lmcconnell@peakgroup.com, 514-898-1560
- Julie Ly, RBC Dominion Securities, Toronto, ON julie.ly@rbc.com, 416-974-4181
- Bev Moir, ScotiaMcLeod, Toronto, ON bev_moir@scotiamcleod.com, (416) 355-6364
- Patricia Mosdell, RBC Dominion Securities, North York, ON patricia.mosdell@rbc.com, 416-733-5105
- Jim Otar, Otar & Assoc., Thornhill, ON cotar@rogers.com, (905) 889-7170
- Sheryl Purdy, Leede Financial Markets, Calgary, AB spurdy@leedefinancial.com, 403-531-6808
- Michael Reynolds, CIBC Wood Gundy, Toronto, ON michael.reynolds@cibc.com, 416-369-8742
- Kurt Rosentreter, Manulife Securities, North York, ON Kurt.Rosentreter@manulifesecurities.ca, 416-628-5761
- Irene So, RBC Dominion Securities, North York, ON Irene.so@rbc.com, 416-733-5208
- Canadian Securities Administrators, www.csa-acvm.ca links to all 13 provincial/territorial securities regulators such as the Ontario Securities Commission, www.osc.gov.on.ca
- Department of Finance, Canada, www.fin.gc.ca
- Financial Consumer Agency of Canada, www.fcac-acfc.gc.ca, consumer protection
- Canada Pension Plan and Old Age Security, www.hrsdc.gc.ca/eng/oas-cpp/
- Canada Savings Bonds, www.csb.gc.ca
- Ontario Savings Bonds, www.ontariosavingsbonds.com
- Registered Retirement Savings Plans (RRSPs), www.cra-arc.gc.ca/tx/ndvdls/tpcs/rrsp-reer/menu-eng.html
- Registered Education Savings Plan (RESP), www.canlearn.ca
- Tax Free Savings Accounts, www.tfsa.gc.ca
- BBC News Business, www.bbc.co.uk/news/business/
- Bloomberg, www.bloomberg.com
- Canadian Business, www.canadianbusiness.com
- CNN Money, money.cnn.com/
- finiki, the Financial Webring Wiki, www.finiki.org/
- Globe Investor, www.theglobeandmail.com/globe-investor
- Google Finance, www.google.com/finance
- Moneyville, moneyville.ca
- Morningstar, www.morningstar.ca and U.S.site, www.morningstar.com
- MSN Money, money.ca.msn.com/
- The Financial Post, www.financialpost.com
- Yahoo Finance Canada, ca.finance.yahoo.com/
- www.fiscalagents.com
- www.ratesupermarket.ca
- Accounts at investment dealers, Canadian Investor Protection Fund, www.cipf.ca
- Accounts at mutual fund dealers, MFDA Investor Protection Corporation, www.mfda.ca/ipc/ipc.html
- Canadian Consumer Protection for Financial Institution Failures, www.financeprotection.ca
- Deposits at banks, Canada Deposit Insurance Corporation, www.cdic.ca
- Deposits at credit unions, see relevant provincial deposit insurance corporation
- Life insurance products including annuities and segregated funds, Assuris, www.assuris.ca
- Financial Consumer Agency of Canada, www.fcac-acfc.gc.ca
- Investment Industry Regulatory Organization of Canada, www.iiroc.ca for investment dealers and trading activity.
- Ombudsman for Banking Services and Investments (OBSI), www.obsi.ca
- OmbudService for Life and Health Insurance, www.olhi.ca
- Small Investor Protection Association, www.sipa.ca is a volunteer organization which offers general guidance on resolving complaints about investments with a bank, broker, financial advisor or other seller of financial products
- Canadian Business, www.canadianbusiness.com
- Canadian MoneySaver, www.canadianmoneysaver.ca
- Investor’s Digest of Canada, www.investorsdigestofcanada.com
- MoneySense, www.moneysense.ca
- Investment Reporter, www.investmentreporter.com
- Money Reporter, www.moneyreporter.ca
- The Successful Investor, www.tsinetwork.ca
- InvestorsFriend, www.investorsfriend.com/index.html
- Canadian Fund Watch, www.CanadianFundWatch.com
- Fund Library, www.fundlibrary.com
- Globe Investor Funds, www.theglobeandmail.com/globe-investor/funds-and-etfs/funds/
- Morningstar, www.morningstar.ca
- EDGAR, www.sec.gov/edgar.shtml - Online database of corporate financial information filed with the US Securities and Exchange commission
- SEDAR, www.sedar.com/ - Online database of public companies and investment funds information filed with the Canadian Securities Administrators (CSA)
- Atkinson, Richard. Don't Just Retire Live It, Love It! Retire Right Publications, 2008. www.dontjustretire.com
- Ferri, Richard A. Serious Money, Straight Talk about Investing for Retirement, www.portfoliosolutions.com , 1999, free online.
- Hood, Duncan et al. MoneySense Guide to Retiring Wealthy A Financial Plan for Canadians of All Ages, 2011.
- Mackenzie, Warren and Ken Hawkins. New Rules of Retirement. HarperCollins, 2008.
- Milevsky, Moshe. Are You a Stock or a Bond? Create your own Pension Plan for a Secure Financial Future. FT Press, 2009.
- Otar, Jim C. High Expectations & False Dreams: One Hundred Years of Stock Market History Applied to Retirement Planning. Otar, 2001.
- Trahair, David. Smoke and Mirrors: Financial Myths that will Ruin Your Retirement Dreams, 7th ed. Self Counsel Press, 2010.
- Vaz-Oxlade, Gail. Never Too Late. HarperCollins Publishers Ltd, 2010.