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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.canada.ca/en/financial-consumer-agency/services/savings-investments/setting-up-emergency-funds.html

https://www.cchwebsites.com/content/calculators/

http://www.calculator.net

https://www.consumer.equifax.ca/personal/products/credit-score-report/

www.ratesupermarket.ca

www.ratespy.com

http://www.superbrokers.ca/tools/refinance-calculator/

http://www.debt.ca/calculators/debt-consolidation-calculator

http://www.cannex.com

http://www.wowa.ca/calculators/mortgage-penalty-calculator

https://dmts.scotiabank.com/tools/mortgagecalculator/en/

https://www.cmhc-schl.gc.ca/en/finance-and-investing/mortgage-loan-insurance/homebuying-calculators/mortgage-calculator

https://forms.gov.bc.ca/taxes/estimate-your-property-transfer-taxes/

http://www.nomoredebts.org

http://www.cairp.ca

https://www.vertex42.com/ExcelTemplates/personal-financial-statement.html

https://www.ratehub.ca/construction-mortgage-loans

https://studentaidbc.ca/

https://b2bbank.com/en/loans/investment-loans

https://www.cmhc-schl.gc.ca/

https://www.kbb.ca/

https://www.consumerreports.org/cro/index.htm

http://www.sagen.ca

http://www.hometrust.ca

Asset Management

www.investing.com

www.stockcharts.com

www.bigcharts.com

www.finviz.com

www.goldprice.org

www.xe.com

http://www.tdstructurednotes.com

https://www.tradingview.com/

https://finbox.com/

https://www.portfoliovisualizer.com/

https://tradingeconomics.com/

https://www.vbce.ca/

https://www.blackrock.com/ca

https://www.fundlibrary.com/

https://us.spindices.com/spiva/#/

https://www.m-x.ca/accueil_en.php

https://www.tsx.com/

https://oilprice.com/

https://www.bankofcanada.ca/

https://www.canada.ca/en/department-finance.html

https://www.bcsc.bc.ca/

https://www.canadianinsider.com/

http://www.canadiancouchpotato.com/

http://reitreport.ca/

https://www.dividendchannel.com/drip-returns-calculator/

https://www.barchart.com/ca

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

http://www.chip.ca/

https://www.canada.ca/en/services/taxes/savings-and-pension-plans.html

http://www.rdsp.com

https://www.bankofcanada.ca/

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

https://www.term4sale.ca/

https://www.bcaa.com/

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://www.taxtips.ca/

https://www.canada.ca/en/revenue-agency/services/tax/individuals/topics/about-your-tax-return/tax-return/completing-a-tax-return/deductions-credits-expenses/lines-33099-33199-eligible-medical-expenses-you-claim-on-your-tax-return.html

https://simpletax.ca/calculator

https://www.canada.ca/en/revenue-agency/services/tax/individuals/topics/about-your-tax-return/tax-return/completing-a-tax-return/deductions-credits-expenses/deductions-credits-expenses.html

Real Estate

https://www.zolo.ca/

www.realtor.ca

http://www.vancouvermarket.ca

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/

https://www.bcassessment.ca

http://www.landquest.com

http://www.goodmanreport.com

https://housepriceindex.ca

Education Planning

https://www.canada.ca/en/employment-social-development/services/student-financial-aid/education-savings/resp/info.html

https://www.canada.ca/en/revenue-agency/services/tax/individuals/topics/about-your-tax-return/tax-return/completing-a-tax-return/deductions-credits-expenses/line-32300-your-tuition-education-textbook-amounts.html

https://www.canada.ca/en/services/benefits/ei.html

Divorce

https://www2.gov.bc.ca/gov/content/life-events/divorce/family-justice/family-law/separation-divorce/what-do-i-need-to-know-about-getting-a-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

https://www.cipf.ca/

www.cdic.ca

https://www.cudicbc.ca/

http://www.assuris.ca

Firms That Hire Our Graduates

http://www.nicolawealth.com

http://www.blueshorefinancial.com

http://www.ocean6.ca

http://www.lyandassociatesfg.com

http://www.rgfwealth.com

http://www.arbutusfinancial.com

http://www.gffg.com

http://www.coastcapitalsavings.com

http://www.rbcds.com

https://www.macdonaldshymko.com/

http://www.woodgundy.cibc.com

http://www.cdspi.com

https://www.wealthbar.com/

http://www.aviso.ca

http://www.qtrade.ca

http://www.mdm.ca

http://www.safepacific.com

http://www.royaltrust.rbcwealthmanagement.com/

http://www.tewealth.com

http://www.holliswealth.com

http://www.mccurdyfinancial.com

https://moneycoachescanada.ca/

https://www.freedom55financial.com/

http://www.assante.com

http://www.odlumbrown.com

http://www.vancity.com

https://www.raymondjames.ca/

https://www.canaccordgenuity.com/

http://www.bci.ca

http://www.mackenzieinvestments.com

http://www.pictonmahoney.com

http://www.penderfund.com

http://www.invesco.ca

http://www.rbcgam.com

http://www.bdc.ca

http://www.firstwestcapital.ca

http://www.cbconstantini.com

http://www.cclgroup.com

http://www.haywood.com

http://www.lyftcommodity.com

https://www.cwbank.com/business

BC Based Fintech Firms

http://www.instant.co

http://www.mogo.ca

http://www.finn.ai

http://www.cidirectinvesting.com

http://www.lendful.ca

http://www.canalyst.com

http://www.investx.com

Resumes and Cover Letters

http://www.mergersandinquisitions.com/

http://www.resume.io