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1Helpful Websites (Links)
2Canadian Financial News (Links)
3Books on Personal Finance
• The Smart Canadian’s Guide to Building Wealth by Pat Foran
• How to Pay Less and Save More For Yourself: The Essential Consumer Guide to Canadian Banking and Investing, by Rob Carrick
• Personal Finance, Canadian Edition, by Jeff Madura and Hardeep Gill
• Smart Women Finish Rich: 9 Steps to Creating a Rich Future [CANADIAN EDITION] by David Bach
• Invest Now: A Canadian’s Guide to Investing, by A. Dawn
• Protect Your Nest Egg: Canadian Guide To Wealth Protection, by Richard Croft and Eric Kirzner
• Canadian Snowbird in America, The: Professional Tax and Financial Insights into a Temporary U.S. Lifestyle, by Terry F. Ritchie and Brian D. Wruk
• The Canadian Retirement Guide: A Comprehensive Handbook on Aging, Retirement, Caregiving and Health – How to Plan and Pay for It, by Jill O’Donnell, Graham McWaters, and John A. Page
Why have a Financial Advisor?
• To assist with the time and effort of managing your finances
• To get timely advice on markets and investment opportunities
• To seek advice on tax-reduction
• Budget planning in order to optimize their investable income
• To optimize retirement savings
What Does a Financial Advisor Do?
• Determines what your current situation is and what your objectives are for the future
• Determines how much are you worth
• Determines how much do you need to retire on
• Determines when do you want to retire
• Determines your risk tolerance and knowledge of investing