Tools & Calculators
Although these calculators will provide a starting point, we recommend that you review your situation with your financial advisor.
Articles & Magazines
Our ongoing collection of financial articles & magazines is intended to provide you with a full understanding of important financial topics. Be sure to check back for updates!
Useful Links
Buy Cindy's Book
The financial meltdown has taken a severe toll on the finances of Canadians, and on their confidence in financial and investment advisors. Canadians need help to learn how to diagnose what is the greatest threat to their long-term financial well-being and to follow a course of treatment to recovery. Financial First Aid for Canadian Investors is for all the battered and bloodied investors whose portfolios are in tatters and who lack direction about what to do next. By examining the lessons to be learned from mistakes made in both good and bad markets, the authors address the common and recurring investment blunders they have witnessed over many years, and offer a clear prescription for how to repair wounded portfolios.
See what people have to say about Financial First Aid for Canadian Investors:
“A very readable recap of what investors have suffered and how we can avoid more of the same.” – Financial Post – February 13, 2010
“A Prescription for Financial Success” – Financial Post – December 19, 2009
“An Investor’s Personal Road Map to Wealth” – The Globe and Mail – January 13, 2010<
