Links

Financial Planners Standards Council
 

Financial Planners Standards Council (FPSC), incorporated on November 10, 1995, as a not-for-profit organization, is here to benefit the public by leading the evolution of the financial planning profession in Canada through the development, enforcement and promotion of the highest competency and ethical standards in financial planning as defined by individuals who have earned the Certified Financial Planner® (CFP®) designation.

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The Financial Advisors Association of Canada
 

Today, Advocis, The Financial Advisors Association of Canada, is the oldest and largest voluntary professional membership association of financial advisors in Canada. We are the home and the voice of Canada’s financial advisors. Through its predecessor associations Advocis proudly continues a century of uninterrupted history of serving Canadian financial advisors, their clients, and the nation.

With more than 12,000 members organized in 43 chapters across Canada, Advocis members serve the financial interests of millions Canadians.

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Conference for Advanced Life Underwriting
 

The Conference for Advanced Life Underwriting (CALU) represents the interests of Advocis (Financial Advisors Association of Canada) and CALU members to Members of Parliament and officials of key federal government departments, in particular, the Canada Revenue Agency and the Department of Finance. While CALU's mandate is specific to 'advanced life underwriting' the term is defined in CALU's by-laws, which were amended in 2003, as inclusive of the range of advisory and marketing activities relating to estate planning, corporate-owned life insurance, wealth creation and management, employee benefits and retirement planning.

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Money Sense Magazine
 

Canada's best-selling investment and lifestyle magazine. Each issue contains insightful and informative columns and articles to help you make the most of your money.

Published six times a year, subscribers enjoy the extra benefit of having MoneySense delivered to their doorstep before it even hits the newsstand.

Canadian Business Magazine
 

There's no such thing as halfway successful to a Canadian Business reader.

That's why, every two weeks, over a million people turn to Canadian Business for the news, analysis and opinion they need to make winning business decisions. Timely. Relevant. Forward-looking. Canadian Business is everything you need to get there faster.

Globe Funds
 

globefund.com is the most reliable and up-to-date source of unbiased mutual fund information for Canadians.

It combines The Globe and Mail's wealth of mutual fund daily data with published articles from Canada's most authoritative financial journalists, background profiles on funds and fund companies, and a learning section that is ideal for new investors or potential investors.

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CPP Investment Board
 

The CPP Investment Board is a professional investment management organization based in Toronto. Our purpose is to invest the assets of the Canada Pension Plan in a way that maximizes returns without undue risk of loss. The CPP Fund is $122.7 billion. Canada's Chief Actuary estimates that CPP contributions will exceed annual benefits paid through 2019. Thereafter a portion of the CPP Fund's investment income would be needed to help pay CPP benefits.

The CPP Investment Board was incorporated as a federal Crown corporation by an Act of Parliament in December 1997 and made its first investment in March 1999.

Our team of experienced professionals are committed to providing value-added performance cost effectively.

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Canada Revenue Agency
 

To administer tax, benefits, and related programs, and to ensure compliance on behalf of governments across Canada, thereby contributing to the ongoing economic and social well-being of Canadians.

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