Resources: Books & Helpful Links
Noteworthy Canadian Financial Books
This is a list of personal finance books targeted at Canadians. I’ve read most of these books (and I’m mentioned in a couple of them as source of information on life insurance) and recommend them. I’ve provided links to purchase the books through Amazon, we do not make a commission if you purchase these books using any of these links. For the truly frugal, remember that you can likely borrow any of these books from your local library.
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Other Canadian Financial Websites
Category
Title
Summary
Investing
Insurance
Budgeting
Personal Finance
Flat Fee Based Financial Planner
Fee Based Financial Planner
A note on financial planners. Planners use a variety of titles and offer a variety of services. Here’s the terminology you should be aware of:
1) Planners -They sell investments, and receive a commission based on the sale.
2) Fee Based Planners -They sell investments, and charge a flat percentage of your investments (typically 1%).
3) Flat Fee Based Planners -They charge a flat fee for their services, based on their time and not on the value of your investments. They typically provide customized plans for consumers, including cash/flow budgeting plans or retirement/tax plans. They will provide investment guidance but don’t sell specific investments.