Personal Finance

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Personal finance 332.024 Mortgages 332.72
Bonds 332.6323 Mutual funds 332.6327
Budgets 332.024 Real Estate 332.6324
House buying/selling 643.12 Retirement 332.02401
Investments 332.6 Stocks 332.6322
Taxes 343.7105

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 Advisor – 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.

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

Money Sense – Top lists (mutual funds, stocks), investing, saving and calculators.

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).


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.

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

Get Smarter About Money – Provides unbiased and independent financial tools to help you make better money decisions.

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.

Real Estate

BC Assessments – A searchable listing of property assessments in British Columbia

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.


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

Budgets and Budgeting

Budget planning – Including worksheets and online planners.

Credit Counselling Canada


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.