The information and website links contained in this site is provided for informational purposes only, and should not be construed as advice on any subject matter. You should not act or refrain from acting on the basis of any content included in this site without seeking professional advice. I disclaim all liability for actions you take or fail to take based on any content on this site.I am not responsible for the privacy practices or the content of such web sites, and I do not endorse such sites.
This website is dedicated to my past, present and future students and clients and was inspired by my wonderful bride Nadeen.
Cash and Debt Management
https://www.cchwebsites.com/content/calculators/
https://www.consumer.equifax.ca/personal/products/credit-score-report/
http://www.superbrokers.ca/tools/refinance-calculator/
http://www.debt.ca/calculators/debt-consolidation-calculator
http://www.wowa.ca/calculators/mortgage-penalty-calculator
https://dmts.scotiabank.com/tools/mortgagecalculator/en/
https://forms.gov.bc.ca/taxes/estimate-your-property-transfer-taxes/
https://www.vertex42.com/ExcelTemplates/personal-financial-statement.html
https://www.ratehub.ca/construction-mortgage-loans
https://b2bbank.com/en/loans/investment-loans
https://www.consumerreports.org/cro/index.htm
Asset Management
http://www.tdstructurednotes.com
https://www.portfoliovisualizer.com/
https://us.spindices.com/spiva/#/
https://www.m-x.ca/accueil_en.php
https://www.canada.ca/en/department-finance.html
https://www.canadianinsider.com/
http://www.canadiancouchpotato.com/
https://www.dividendchannel.com/drip-returns-calculator/
https://www.rbcdirectinvesting.com/drip-list.html
https://www.dripinvesting.org/
Retirement Planning
https://www.canada.ca/en/services/benefits/publicpensions/cpp/retirement-income-calculator.html
https://www.canada.ca/en/services/taxes/savings-and-pension-plans.html
https://www.canada.ca/en/department-finance.html
Estate Planning
https://www2.gov.bc.ca/gov/content/life-events/death/wills-estates/probating-a-will
https://royaltrust.rbcwealthmanagement.com/en/
Risk Management
http://www.bluecross.ca/en/index.html
www.sunlife.ca/en/explore-products/insurance/
http://www.squareoneinsurance.com
Tax Planning
https://www.ey.com/en_ca/tax/tax-calculators
https://simpletax.ca/calculator
Real Estate
http://www.dexterrealty.com/insights/
https://www.rebgv.org/market-watch/monthly-market-report.html
https://forms.gov.bc.ca/taxes/estimate-your-property-transfer-taxes/
Education Planning
https://www.canada.ca/en/services/benefits/ei.html
Divorce
https://www.mysupportcalculator.ca/calculator
Human Behaviour
http://www.slideshare.net/rnja8c/behavioral-finance-for-financial-planners
http://www.behaviourchangeinstitute.ca/WELCOME.html
Investor & Depositor Insurance
Firms That Hire Our Graduates
http://www.blueshorefinancial.com
http://www.lyandassociatesfg.com
http://www.arbutusfinancial.com
http://www.coastcapitalsavings.com
https://www.macdonaldshymko.com/
http://www.royaltrust.rbcwealthmanagement.com/
http://www.mccurdyfinancial.com
https://moneycoachescanada.ca/
https://www.freedom55financial.com/
https://www.canaccordgenuity.com/
http://www.mackenzieinvestments.com
http://www.firstwestcapital.ca
https://www.cwbank.com/business
BC Based Fintech Firms
http://www.cidirectinvesting.com
Resumes and Cover Letters