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Financial Planning
You are here: Home > Business and Economy > Financial Services > Financial Planning
Retirement (7)
 
 
Financial Planning Listings
1. Canadian Financial Advisor Directory
Offers a free listing to financial advisors and a search function for those seeking the service. Offers a list of fund companies, resources, software, organizations and tools.
2. Cartier Partners.
An integrator of independent financial planning and insurance services and managed-money products. Describes the company, products and services.
3. CitiFinancial Canada
Specialises in personal, home equity and debt consolidation loans. Includes branch locator, description of services and company profile.
4. Dundee Wealth Management
The company is engaged in investment banking, securities brokerage, financial planning and investment advisory services. Maintains offices and advisors across the country.
5. Fellow of the Canadian Securities Institute
Includes a searchable directory of FCSI's, which is a designation awarded to financial services professionals who attain advanced education and experience.
6. Investment Planning Counsel of Canada
Independent financial services firm with offices in every province in Canada. Offers a corporate background, description of products and services, a market commentary and online resources.
7. IQON Financial Inc.
Provides financial service and support to an exclusive network of independent financial advisors. Discusses role, products, services and offers an advisor locator.
8. Lease Plus Services Inc.
Specializes in small business financing of virtually any type of equipment and offers service to all credit categories (AA-D), including start-ups.
9. Money Concepts
Offers investment advisory services to both corporate and individual markets, providing solutions for a wide variety of financial matters. Lists office locations across Canada, services and products.
10. OnlinePlanner.ca
An online network for Canadian personal financial planning information, offering tools, resources and advice.
11. Power Corporation Of Canada
Power Corporation Of Canada Was Incorporated In Montreal In 1925. Today, A Diversified Management And Holding Company, Power Corporation Has Holdings In Leading Financial Services Companies And The Communications Sector In North America.
12. The Screaming Capitalist
A writer, speaker and financial advisor. Discusses services, publications, experience and offers a newsletter.
 
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