I find the following helpful regarding general information about knowing yourself, working with an advisor, & protecting yourself against fraud.  Should you have any questions, please don't hesitate to contact me.


Know Yourself ->  This link takes you to investright.org.  It provides thoughts on helping you understand your Current financial status, Goals, Risk profile, and Investment Plan 

Working with an Advisor -> This link takes you to investright.org.  It provides information on working with an advisor and the Relationship, Choices, Decisions, and more...

The Financial Planning Process -> This link takes you to FPSC (Financial Planning Standards Council).  This page provides information on what the Financial Planning Process looks like and what you can expect from a CFP (Certified Financial Planner) professional.

Investor Protection & Avoiding Fraud -> This link takes you to investright.org.  It provides information on Avoiding investment fraud, Fraud among friends, Investment scams, Investor alerts, and Scam warning signs

Avoiding Fraud -> This link takes you to CSA (Canadian Securities Administrator).  It provides information on Protecting your money, Investment fraud & the internet, Types of fraud, and more...



The following sites are also a great resource for additional information:

CSA (Canadian Seurities Administrator):  They have information for investors on -> Investing, Avoiding Fraud, Who to call, and more...

BCSC (British Columbia Securities Commission):  They have information on -> Securities Law & Policy, News & Publications, Investor Information, Enforcement, and more...

Investright.org (BCSC's Investor Education program):  They have information for investors on -> Being an informed investor, Working with an advisor, Following the market, Spotting investment scams, and more...

FPSC (Financial Planning Standards Council):  They are the resource on Financial Planning and the CFP (Certified Financial Planner) designation.  On the site you will find info on -> The Financial Planning Process, Choosing a planner, Questions to ask and more...