Tools For Brokers & Their Clients

Investment Products - Rates of Return

*All Rates are provided by *
 

ANNUITIES 

Male Single Life

 Female Single Life Joint Life
 

RATES
GIC's / GIA's Short Term-Registered & Non Registered Closed Mortgage Rates
GIC's / GIA's Long Term-Registered & Non Registered Open Mortgage Rates
Deposit Accounts Foreign Exchange Rates
US Term Deposits Short Term Credit Card Rates
US Term Deposits Long Term Prime Lending Rate
RRIF's  

Calculators
Calculators for Life Planning RESP Calculator (Registered Education Savings Plan)
Retirement Advisor.ca (*Excellent Tools For Advisors) More Education Planning Articles & Tips
Retirement Calculator Loan Payments Calculator
Retirement & Life Planning Articles Currency Converter
Canadian Association Of Retired Persons (CARP) Financial Goal Calculator
An Assortment Of Financial Calculators How to become a millionaire
Investor Education Centre
 

Financial Websites 
Site-By-Site.Com GlobeFund Website
Listing of Fund Co.'s & Planning Aids My Financial Site.Com
Fund Code Lookup Stock Quotes
The Fund Library Assuris - the CLHIA Compensation Corp.
Financial Viewpoint Educational Library Canoe Money Website
Yahoo Canada Finance Morningstar.ca

Insurance Needs & Other Financial Calculators
Life Insurance Needs Calculator Life Value Calculator
Life Expectancy Calculator Term Insurance & Other Products Survey
Disability Calculator Health Care Insurance (What does it cost?)
Long Term Care & How much is the cost Province of British Columbia - Surgical Waiting List

Underwriting Tools
MedicineNet Inc. Merck Manual Medical Reference
Lab Test Online Index Of Conditions

Telephone & Postal Assistance
Infospace Canada Phone Reverse Lookup 411.ca - Canada Phone Reverse Lookup & Finder
Bell Canada Directory Assistance Canadian Postal Code Lookup

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Financial & General  News Sources
Investment Executive - Canadian Financial News Vancouver Sun

Canada Wealth Net

 National Post
CNN fn (Financial Network) USA Today
Globe & Mail Finance Canada.com
The Insurance Journal Moneysense.ca
Bloomberg.com Fortune 500
Time Canada News Wire
Macleans Magazine  

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Broker / Service Support Area - Association Links

Million Dollar Round Table

 CLU Institute (Chartered Life Underwriter)
Advocis CFP (Certified Financial Planner)
British Columbia Securities Commission Insurance Council Of British Columbia 
Investment Funds Institute of Canada Inventive Financial Sector Education Institute
(LLQP & IFIC Courses Online & CE Credits)
Mutual Funds Dealer Association (MFDA) CE Network (Earn CE Credits on the web)
Canadian Life & Health Insurance Association ILS Learning Corporation ( Earn CE Credits )
Independent Financial.Brokers Of Canada Insurance Link - Online CE Credits
Sumner Acacdemy - Earn CE Credits Online Pro Seminars (Earn CE Credits Online)
Canadian Academy of Certified Senior Advisors (CSA) Designation   CALU             The Conference For     
                   Advanced Life Underwriting  
Elder Planning Council (EPC) Designation  Advisor.ca Website
Peel Institute - earn CE Credits Online  

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Broker / Service Support Area - Paramedical Services

Hooper Holmes Portamedic

 Toll Free 1-800-663-2072
Medisys Toll Free 1-800-382-5558
Quality Underwriting (Bodimetrics) Toll Free 1-800-663-6937
ExamOne (Rapid-Med Plus) Toll Free 1-800-665-4495
Greengrass Group Toll Free 1-866-753-6531

 

Cards For Clients
Greeting Cards Yahoo Greetings
Blue Mountain E Cards E Greetings.Com

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Government Links

Canada Revenue Agency (formerly CCRA /  Revenue Canada)

Government of Canada - Forms

 Government of Canada – Departments & Publications
Government Contacts Provincial & Territorial Governments
Old Age Security  Canada Pension Plan

Social Insurance Number Application Form

 Province of British Columbia - Surgical Waiting List
   

  Canadian Consumer Information Gateway

Clear concise consumer information organized by familiar topic areas such as:
Health, Housing, Money, travel, Fraud & Deceptive Practices, Consumer Products etc. 

T-2033 Direct RRSP Transfer (Form) T-2151 Direct Pension Transfer (Form)
B.C. Locked-in Pension Information  

 

Accounting & Legal Firms
MacKay & Partners C A's Pushor Mitchell Lawyers
KPMG  Wills & Estate Law Library-Pushor Mitchell Lawyers
Tax Law Library - Pushor Mitchell Lawyers Canadian Tax Foundation
Canadian Bar Association BDO Dunwoody
Canadian Taxpayers Federation

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Forms
Scan Tech - (Electronic Forms) T-2033 RRSP Transfer
T-2151 Direct Transfer

 

Funerals and Life Expectancy
Why You Should Have A Will Life Expectancy

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Financial Rating Agency Reports

A.M. Best Worldwide Insurance Directory

 Moody’s Investor Service
Standard & Poor’s Ratings of Major Canadian Financial Institutions
March 2006

 

Links to Support Companies and Quotation, Financial Planning, Database Software

CPU Tracker (Client Database)

 Pal Track (Funds Software)
Contact Partner (Client Database) Globe HySales (Funds Software)
Client Info Plus (Client Database)          Global Financial Software
(Canadian Financial Planning)
The LifeGuide Professional Software  Naviplan (Financial Planning)
Pref-Master 2000 (Quotation Software) Profile (Financial Planning)
WinQuote (Quotation Software) Money Minders Software (Financial Planning)
Globe Blueprint (Financial Planning) Gobeil (Financial Planning)
CCH (Financial Planning) RRIFmetric (Financial Planning)
Ativa Interactive  (Financial Planning & Concepts) Trader's Edge (Financial Planning)

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Business Supplies, Business Cards for Brokers

Future Shop

 Staples
Office Depot    Free Business Cards For Brokers

 

Software Downloads

Microsoft Downloads

 Download.com
Mozilla Web Browser Freeware File.com

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Internet Service Providers

Shaw Cable

 Internet Access Provider List of B.C.
Telus

 

Free Email

Hotmail

 Google Email
Yahoo Mail

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Domain Name Registration

Dot Com Domain Registration

 Canadian Domain Registration ( .ca )

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