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 was inspired by my wife and is dedicated to my students.
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2021 Graduating Students Seeking To Launch Careers
https://www.linkedin.com/groups/12519516/
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Cash and Debt Management I
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
Cash and Debt Managment II: Monthly Bills You Can Negotiate Lower
https://www.cellphones.ca/cell-plans/p/negotiate-plan-savings-10080/
https://wealthfit.com/articles/bill-negotiation/
https://www.fool.com/the-ascent/banks/articles/7-bills-you-didnt-realize-you-could-negotiate/
https://www.iwillteachyoutoberich.com/special/lower-your-monthly-bills/
Asset Management
http://www.stingyinvestor.com/cgi-bin/PeriodicTableofAnnualReturns.cgi
https://www.dividendgrowthinvestingandretirement.com/2020/10/every-wide-moat-stock-in-the-usa/
https://www.marketbeat.com/dividends/calculator/
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/
http://www.canadianpreferredshares.ca/
https://www.dividendchannel.com/drip-returns-calculator/
https://www.rbcdirectinvesting.com/drip-list.html
https://www.dripinvesting.org/
https://investor.vanguard.com/investing/how-to-invest/model-portfolio-allocation
https://www.aaii.com/asset-allocation
https://www.vanguardcanada.ca/individual/questionnaire.htm#/
Retirement Planning
https://www.canada.ca/en/services/benefits/publicpensions/cpp/retirement-income-calculator.html
http://www.getsmarteraboutmoney.ca/calculators/rrif-withdrawal-calculator/
https://www.canada.ca/en/services/taxes/savings-and-pension-plans.html
http://www.rdsp.com/calculator/
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/
https://dialalaw.peopleslawschool.ca/challenging-a-will/
Risk Management
http://www.bluecross.ca/en/index.html
www.sunlife.ca/en/explore-products/insurance/
http://www.squareoneinsurance.com
https://www.policygenius.com/homeowners-insurance/does-landlord-insurance-cover-tenant-damage/
Trusts
https://www.canada.ca/en/revenue-agency/services/tax/trust-administrators/types-trusts.html
Tax Planning
https://www.ey.com/en_ca/tax/tax-calculators
https://simpletax.ca/calculator
https://www2.gov.bc.ca/gov/content/taxes/income-taxes/personal/credits/seniors-renovation
https://www.bchousing.org/housing-assistance/HAFI
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
https://openpsychometrics.org/tests/O4TS/
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
Closed-End Funds Canada
http://www.harvestporfolios.com
https://www.bromptongroup.com/
http://www.canoefinancial.com/
MICs (BC BasedMortgage Investment Corporations)
https://www.bcmma.org/new-page-1
Resumes and Cover Letters Ideas
http://www.mergersandinquisitions.com/
http://www.wallstreetoasis.com
Industry Magazines
http://www.investmentexecutive.com
Straight Forward Books on Accumulating Wealth and Investing
https://en.wikipedia.org/wiki/The_Intelligent_Investor
https://en.wikipedia.org/wiki/Poor_Charlie%27s_Almanack
https://en.wikipedia.org/wiki/The_Wealthy_Barber
https://en.wikipedia.org/wiki/Rich_Dad_Poor_Dad
https://en.wikipedia.org/wiki/The_Millionaire_Next_Door
https://g.co/kgs/7FzrGE (Along for the Ride)
https://www.grahammann.net/book-notes (Summaries of great books)
Great Quotes
Opportunity is missed by most people because it is dressed in overalls and looks like work.
Words
Ebullience, Vicissitude, Fastidious
Financial Plan Documents
