Links
Looking for more Information?
Following are a number of links to non-commercial or primarily
educational sites on financial planning and related topics.
We also encourage you to access the many sites published by
product providers such as mutual fund companies, banks, brokerages
and insurance companies.
For your convenience, we have provided, on a separate section of
this site, information on and links to the websites of regulatory, educational
and professional bodies that help to shape the financial services industry today.
View Industry Directory.
FPSC Learning Centre
Our recently launched consumer section providing financial planning articles, a digest of financial planning books and links to other expert resources.
Canadian Foundation for Investor Education
A national, educational charitable organization dedicated to increasing interest, knowledge and understanding of issues important to investors and Canadian capital markets.
Ombudsman for Banking Services and Investments
OBSI is an independent service for resolving banking services and investment disputes.
Financial Services OmbudsNetwork
The Financial Services OmbudsNetwork provides consumers with single-window access to information on how to obtain assistance or recourse if they have questions, concerns or complaints about their financial services provider.
Government of Canada
General information.
Canada Customs and Revenue Agency
Contains valuable information on Customs, Tax, Child and Family Benefits and
Tax Credit programs.
T.I.P.S. Online
Provides general tax information and personal tax information.
Financial Consumer Agency of Canada (FCAC)
An agency working to protect and educate consumers in the area of financial services. They provide consumer information and oversee financial institutions to ensure that they comply with federal consumer protection measures.
Canada Investment and Savings
Created to provide individual Canadians with better access to existing Government of Canada securities, such as Canada Savings Bonds, Treasury Bills and Marketable Bonds, and to develop new investment products to
help them meet their savings and investment needs.
Canadian Banking Ombudsman Inc.
An independent organization that investigates complaints from individuals and small businesses about banking services. Its objective is to provide impartial and prompt resolution of complaints, based on fairness and
good business and banking practices.
The Office of the Superintendent of Financial Institutions
(OSFI)
The primary regulator of federally administered private pension plans and safeguards members of these plans from undue loss.
Consumers' Association of Canada (CAC)
A national, volunteer-run organization dedicated to improving the well being of consumers in the Canadian marketplace through research, policy development and advocacy.
Canadian Association of Pension Supervisory Authorities
A national association whose goal is to facilitate an efficient and effective pension regulatory system in Canada.
Human Resources Development Canada (HRDC)
Administers the Old Age Security Program and the Canada Pension Plan. HRDC has a brochure that promotes better understanding of public pensions, explains their role in the overall retirement income system and encourages Canadians to plan for retirement.
Régie des rentes du Québec
Administers the Quebec Pension Plan.
Canadian Consumer Information Gateway
An online government initiative designed to provide Canadians with easily accessible tools to help them make better decisions about goods and services in the marketplace.
Investing Online Resource Centre (IORC)
An independent, non-commercial organization dedicated solely to serving the individual consumer who invests online or is considering doing so.
Economics Canada
Published by the Canadian Foundation for Economic Education (CFEE), supports and assists the improvement of economic literacy in Canada.
Money Savvy 101
Published by Industry Canada, an online course of seven lessons that addresses the financial questions you may ask during various life-stages.
Investor Education Fund
Established to help people learn how to make effective use of financial information as well as
the services, and advice that the industry offers.
YourMoney Network
Built by the Canadian Banker's Association to help educate youth about managing money and to address finance issues that are relevant to them. It is intended to assist teachers, parents and students.
The Investment Funds Institute of Canada Publishes information in straightforward non-technical language to address the different needs of investors.
Canadian MoneySaver
A personal finance site that offers all the features available in "Canadian MoneySaver" magazine — and more. Articles since 1981 have been archived in a searchable database. This independent source provides tax, investment, financial and retirement planning advice.
Let's Talk About Money
A site dedicated to helping consumers and their families talk about money.
The Personal Finance Course - An interactive guide for your financial future Teaches the consumer about personal finance (both the process and the concepts) and allows someone to create his or her own financial plan.
Canoe.ca
A website that maintains an extensive and alphabetized list of definitions of financial terms and acronyms.
Financial Forum
an annual trade show for Canadians interested in learning more about financial products and services. FPSC will be present to answer your questions about the financial planning profession and the CFP® designation.
Brigus Group
Developers and evaluators of educational materials for the general public and financial professionals, offers you interactive learning tools.
Tavana & Company Chartered Accountants
Have a variety of financial calculators on their website.
Transition Financial
Provides resources for those thinking about moving to the United States.
Public Interest Advocacy Centre (PIAC)
PIAC is a non-profit organization that provides legal and research services on behalf of consumer interests, and, in particular, vulnerable consumer interests, concerning the provision of important public services.
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