Resources and FAQs
LINKS
At Money Concepts Whitby, we strive to provide you with useful, timely information that will assist you with your financial planning needs now and in the future.
The following links are a selection of companies, associations and general websites that we believe you will find of value.
This link is pertinent for our existing clients and gives you access to your personal portfolio real time:
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Fund Company Links:
Franklin Templeton:
http://www.franklintempleton.ca
CI Investments
http://www.ci.com
Fidelity Investments Canada
http://www.fidelity.ca
Mackenzie Investments
http://www.mackenziefinancial.com
BMO Guardian Funds
http://bmoguardianfunds.com
IA Clarington
http://iaclarington.com
Insurance Company Links:
Transamerica Life Canada
http://www.transamerica.ca/english/home.htm
Canada Life
http://www.canadalife.ca
Empire Life
http://www.empire.ca/main.htm
Benecaid
http://www.benecaid.com/
General Financial Interest Links:
http://www.advocis.ca/index.html
http://www.thestar.com/business
http://www.consumer.ic.gc.ca/debt
Need help applying for the Disability Tax Credit
http://www.canadiansupportservices.com/
Check your credit rating
Need info on your UK pension?
http://www.hmrc.gov.uk/home.htm
Frequently Asked Investor Questions
Budgeting Worksheet:
http://www.ic.gc.ca/eic/site/oca-bc.nsf/vwapj/Budgeting_Worksheet.pdf/$FILE/Budgeting_Worksheet.pdf