Additional Resources

U.S. Securities and Exchange Commission

Protect Your Money: Check Out Brokers and Investment Advisers


CFA Institute

What Every Investor Should Know…


National Association of Personal Financial Advisors (NAPFA)

Working with a Fee-Only Advisor


The Financial Planning Association

How a Financial Planner Can Help You…and How to Choose the Right One


Canadian MoneySaver

Has provided members with unbiased personal finance advice since 1981. Their magazine and online service features advice from Canadian experts in all areas of personal finance, including taxation, investments, estate, retirement and financial planning. Current free editions are available at


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