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PERSONAL FINANCE |
This "PERSONAL FINANCES" page contains a list of 140 links to websites
relating to BANKING, CREDIT, GENERAL, and INVESTING.
Thanks to Don Parkes of the DPCUC,
this page was last reported as checked for full accuracy on September 21, 2008.
* * * * * BANKING * * * * *
BANKS
Bank of Canada 
Bank of Montreal Financial Group 
TD Canada Trust 
Canadian Bankers Association 
The CBA is a professional industry association that provides the chartered banks
of Canada with information, research, advocacy and operational support services.
Canadian Tire Financial Services 
Canadian Western Bank 
Citizens Bank of Canada 
CS Alterna Bank 
First Nations Bank of Canada 
HSBC 
Laurentian Bank of Canada 
Manulife Financial 
President's Choice Financial 
RBC Royal Bank 
Scotiabank 
ON-LINE BANKING SERVICES
Bank of Montreal 
Citizens Bank of Canada - Online Banking 
CWB Direct - Online Banking 
Laurentian Bank - Online Banking 
MBNA Canada - Online Banking 
RBC Royal Bank - Online Services 
Scotiabank Online 
TD Canada Trust EasyWeb 
* * * * * CREDIT * * * * *
CREDIT CARDS
American Express Canada 
Bank of Montreal Mosaik Mastercard 
Canadian Tire Options MasterCard 
Diners Club International
MasterCard International
MBNA Canada - Credit Cards 
Visa Canada 
INSURANCE (AUTO/HOME/PERSONAL)
AEtna Life Insurance Company of Canada 
Allstate 
AmWINS Group Inc.
InsuranceHotline 
The Consumer's Guide to Insurance has consolidated
the top 35 Car & Life Insurance Company Rates.
InsWeb
Kanetix.com 
An insurance comparison-shopping website.
Life Insurance Quotation Express
Solutions Financial 
"Solutions Financial" located in Burlington, Ontario specializes
in meeting your needs at all stages of life. "Solutions
Financial" can help you build a financial security plan
and offer you a broad range of competitive insurance,
investment, and retirement products.
Sun Life Assurance Company of Canada 
TD Canada Trust Insurance 
TD Insurance Meloche Monnex 
Term Life Insurance of Canada 
As part of our open commitment to our customers, we offer free
online term life insurance quotes from 25 life insurance
companies in Canada and an online mortgage calculator.
LOANS & MORTGAGES
BMO Bank of Montreal Mortgages 
Canadian Mortgage & Housing Corporation (CMHC) 
CIBC Mortgages 
Citizens Bank of Canada 
Ford Credit Canada 
Ford Credit offers competitive rates, innovative
products, flexible terms and outstanding customer
service to those in need of automotive financing.
Your Neighbourhood Credit Union 
RBC Royal Bank Mortgage Centre 
ScotiaBank Mortgage Centre 
TD Canada Trust Mortgages 
United Employees Credit Union Ltd.
Kathy Trewin Accredited Mortgage Professional 
TAXES
File-Rite Bookkeeping and Income Tax Services (Belleville) 
GenuTax 
Multiyear Tax Software for Canadians.
Intuit QuickTax 
J & T Income Tax Service 
SimTax Software 
Softron Tax Incorporation 
Do your taxes online, and pay when you are ready to file. Let
our professionals turn your tax problems into solutions.
Top 5 Canadian Tax Software Programs 
* * * * * GENERAL * * * * *
Auriton "Budgeting"
Contains a good online budget calculator.
Bank of Canada Curreny Converter 
Type in the amount in Canadian dollars and, presto, you get the
exact amount in U.S., or any other currency at today's rate.
Canadian Company Profiles 
A search engine for anything in Canadian (and world) business.
Credit Counselling Service of Durham region 
A non-profit, charitable organization and a member agency
of the Ajax-Pickering-Uxbridge United Way. We have been
assisting and supporting individuals and families of
the Durham Region since 1970 in finding appropriate
solutions to their financial concerns.
CreditCanada 
A non-profit charitable service that has assisted thousands of people
with credit counselling and debt management programs since 1966.
InCharge Debt Solutions 
A non-profit, charitable credit counselling agency providing services in
most regions of the country. We offer confidential and professional
budget counselling, debt repayment plans, and financial
education. Our goal is your financial independence!
Personal Finance Internet Library
RetirementCanada.com 
Retirement Planning in Canada 
Sympatico-MSN "Personal Finance" 
In particular visit the Family
page to test your financial acumen.
* * * * * INVESTING * * * * *
FINANCIAL PLANNING, INVESTING, & SERVICES
AGF
Ameritrade
MISC Barra 
Solutions for today's investment risk professionals.
BMO InvestorLine 
...... the top direct investing firm. Take a tour of
our online investing service and learn for yourself.
Brian J. Evans Financial Services
BuildingWealth.ca
A bookstore, a mutual fund database with updates, Q & As, a directory,
a great Internet Wealth builder, & timely articles by Gordon Pape.
Canada Savings Bonds 
Canadian Bankers Association 
Canadian & UK Stock Exchanges 
Canadian Securites Institute 
The Canadian Securities Institute (CSI) is Canada's leader in investment
learning. Created in 1970, CSI has launched and enhanced the careers of
hundreds of thousands of financial professionals.
Charles Schwab
Whether you're looking for access to world-class tools and research to help you
invest on your own, for investment advice, or for an independent independent
financial advisor to manage your portfolio, you'll find it here.
EDGAR Online
E*Trade Canada 
Take us for a spin. Our online demo will show you what we can do for you.
Fidelity.com
Online trading with Fidelity.com.
Fidelity Investments 
Financial Planning 
This site from "About.com" includes a useful value investor's
worksheet and links to several other value-related websites,
many of them Canadian.
FundSoft Information Systems 
GE - Personal Investing
globefund.com 
Get on-site with GLOBEfund, tell Portfolio what your fund investments are,
Portfolio will then tell you what you are worth.
globeinvestor.com 
Gómez Research and Advisory Services
Hoover's Online
Industry Canada 
This website offers excellent information concerning,
and tools for keeping track of, spending.
Intuit Quicken.ca 
Invesco Trimark
Investcom
Investing: Canada 
InvestorGuide
Investor Learning 
from CSI.
Investors Alley
Investors Group
Mackenzie Investments
Building financial independence.
Merril Lynch - The "Value Approach" to Equity Investing 
Whether you're a seasoned pro or new to the world of investing,
playing the stock market is not for the faint-of-heart.
Microsoft "Money Plus"
The Moneypaper's DirectInvesting.com
Morningstar.ca 
Canada's leading investment fund research firm.
MotleyFool.com
Motley Fool.com: Getting the First Drip Share
Nationwide.com
Netmiser.com 
Netmiser Investment Research 
Ontario Secutires Commission 
The Ontario Securities Commission administers and enforces securities
legislation in the Province of Ontario. Our mandate is to Protect
investors from unfair improper and fraudulent practices, Foster
fair and efficient capital markets, Maintain public and
investor confidence in the integrity of those markets.
Pacific Life
Quicken.com
RBC Dominion Securities 
RBC Direct Investing 
This powerful, customizable Internet investment service
offers easy, convenient and secure online investing.
Reuters Investor
SEDAR 
The Canadian Securities Administrators (CSA) and the Canadian Depository
for Securities (CDS) have operated this web site since 1997 to make
Canadian public securities filings easily accessible to all. Use it
to find and retrieve company/mutual fund profiles, SEDAR public
securities filings, and the latest news about SEDAR.
ShareBuilder from ING Direct
Take control of your future! See how easy investing can be.
Silicon Investor
smallcapcenter.com
SmartMoney.com
The Wall Street Journal Magazine of Personal Business.
Solutions Financial 
"Solutions Financial" located in Burlington, Ontario specializes
in meeting your needs at all stages of life. "Solutions
Financial" can help you build a financial security plan
and offer you a broad range of competitive insurance,
investment, and retirement products.
Stock Exchanges - Worldwide Links
Sun Life Financial of Canada 
TD Waterhouse 
TheStreet.com
TSX Group 
To-Tech Personal Investing Information Sites
Tradingcharts.com
Value Investigator 
This site presents good, basic information on value investing, as well as
links to news services, stock exchanges and personal finance Web sites.
Wall Street Advisor
World Investor Link, Inc.
Wright Investors' Service
MONEY MAGAZINES, PUBLICATIONS, & EDUCATIONAL MATERIALS
The Canadian Financial Security Program 
CNN Money
Internet Stock News
Insight for the intelligent internet investor.
LearnInvesting.com
Money Sense (magazine) 
BNN Business News Network 
Your online financial alternative on business television.
The compilers of this list have tried to include local area (Durham Region, Ontario) and other Canadian
websites, but not exclusively. We welcome any suggestions concerning related websites: please send
your list to Don Parkes , including the sites' titles, the sites' URLs,
and your recommendations for categories/subcategories.
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