Resources

Investia Client Account Access:

To access your Investia account, go to www.investia.ca, click on Connect, then on  Client Portal.

You can register yourself by following the instructions provided by Investia.

Education Saving Resources – Great sources of information:

Fidelity RESP Guide

Manulife Savings Account Рgreat for short term saving.  Email me for the current rates:

Manulife Bank

Fund Company Links:

Franklin Templeton

CI Investments

AGF

Fidelity Investments Canada

Mackenzie Investments

IA Clarington

Insurance Company Links:

Flexcare, FollowMe Health and CI; Association Health & Dental:
Manulife Insurance

iVari

Canada Life

Empire Life

Benecaid

Travel including COVID coverage

General Financial Interest Links:

Globe Advisor Investment Information

Fund Library Canada’s Resource Centre

Tips On Controlling Your Debt

Need help applying for Disability Tax Credit

Disability Tax Credit

Check your credit rating

Equifax

Transunion

Need info on your UK pension?

Pension Information for United Kingdom

Frequently Asked Investor Questions

Budgeting Worksheet

Privacy Policy

Blog Categories