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In the Library
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Select Print Magazines
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.
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.
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.
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.
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.
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.