Welcome to our resources page specifically curated just for you!

As your Certified Financial Planner® (CFP), I’ve carefully selected a list of credible websites to help you navigate your financial journey with confidence. Explore these trusted websites to enhance your financial literacy, make informed decisions that align with your long-term financial success and take control of your financial future.

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Smart Strategies for Financial Success

  • Insurance and Investment Tools

Referral Partnerships

  • BCV Investment Management Strategies: Founded in 2007, BCV offers customized investment portfolios and wealth management services emphasizing personalized client relationships and a value investment approach.
  • Dixon Mitchell Investment Counsel: An independent, employee-owned firm, offering disciplined investment management and wealth strategies for institutional and private clients across Canada.
  • Modern Advisor Portfolios: A Canadian online investment platform offering diversified, low-cost portfolios managed by experienced professionals, utilizing smart technology for simplified investing.
  • Value Partners Investment Counsel: Started as a Canadian mutual fund provider in 2005, VPIC has grown to offer discretionary wealth management focusing on long-term wealth creation. Offering nine investment pools designed to help clients achieve financial security through disciplined, value-based investment strategies, VPIC commits to active portfolio management and investor education.

Key Authorities and Resources

  • Financial Planning Standards Council (FPSC)
  • Canadian Life & Health Insurance Association (CLHIA)
    • CLHIA – Consumer Information: Provides policy recommendations, industry standards and consumer resources, such as guides, on insurance products including life, health, and retirement benefits.
  • Canada Fixed Income Reporting (FTSE Russell)
    • Canadian Fixed Income Indexes: The FTSE Canada Fixed Income Indexes provide comprehensive benchmarks for Canadian bond markets, covering various asset categories and debt types across 600+ indexes in over 20 series.
  • Bank of Canada
    • Bank of Canada: Canada’s central bank, responsible for monetary policy, issuing currency, and promoting financial stability.

 

Professional Organizations

  • FP Canada
    • FP Canada: Leading organization for financial planning certification and education in Canada. Learn about QAFP and CFP certifications, continuing education courses, and career opportunities.
  • The Institute for Advanced Financial Education
    • IAFE: This registry of CLU® (Chartered Life Underwriter), CHS (Certified Health Insurance Specialist), and PFA™ (Professional Financial Advisor) designations has annual maintenance requirements including continuing education, adherence to the Code of Professional Conduct, and fees. 
  • Wealth Professionals Canada

Additional Resources

  • Insurance and  Investment  Tools
  • Financial Planning Standards Council
  • Canadian Life & Health Insurance Association (CLHIA) 
    • CLHIA – Consumer Information: Provides policy recommendations, industry standards and consumer resources, such as guides, on insurance products including life, health, and retirement benefits.  
  • Canada Fixed Income Reporting (FTSE Russell) 
    • Canadian Fixed Income Indexes: The FTSE Canada Fixed Income Indexes provide comprehensive benchmarks for Canadian bond markets, covering various asset categories and debt types across 600+ indexes in over 20 series.  

Financial News and Analysis

  • Financial Calculators
    • Planning Tools | C3 Wealth Advisors Inc.: We offer a number of great calculators to help you review the impact of RRSP contributions on your personal tax bill, see the impact of charitable donations, and calculate mortgage payments for example.
  • Financial Calculators
    • Financial Calculators: Powered by Equisoft, this site offers a variety of online tools for financial planning including mortgage, loan, investment and retirement calculators tailored for Canadian users.
  • Get Smarter About Money
  • Fund Reports
    • Morningstar Stock: Provides investment research, analysis, and data on mutual funds, ETFs, and stocks, empowering investors with tools and insights for informed financial decisions.
  • Tax Information
    • KPMG Canada: Offers quick access to the latest tax figures, including select tax rates, credits, and filing obligations for Canadian individuals and businesses.
  • Jamie Golombek
    • Welcome to JamieGolombek.com: Archives extensive tax and estate planning writings, including analyses of federal budgets, year-end tax tips and strategies for business owners.

Government and Regulatory Bodies

  • Canada Revenue Agency (CRA)
    • Canada Revenue Agency: Administers tax laws for the Government of Canada and provides information on income tax, GST/HST, payroll, and more.
    • Sign in to your CRA account: Access your CRA account to manage your tax information online. Sign in with a banking partner login for ease of use.
  • My Service Canada Account (MSCA)
  • Financial Consumer Agency of Canada (FCAC)
  • Canada Investment Regulatory Organization (CIRO)
    • CIRO Office of the Investor: Regulates investment dealers, mutual fund dealers, and trading activity in Canada’s debt and equity markets.

      The Office of the Investor has a mandate to:

      • Support policy development,
      • Educate investors,
      • Engage in investor outreach,
      • Perform investor research, and;
      • Support the Investor Advisory Panel (IAP)
  • Canadian Securities Administrators (CSA)
    • CSA: An umbrella organization of Canada’s provincial and territorial securities regulators, coordinating and harmonizing regulation of the Canadian capital markets

Empower Your Financial Journey with Trusted Tools and Expert Guidance

Utilizing these reputable financial planning resources is a positive step toward gaining a deeper understanding of your financial situation and making informed decisions. As your Certified Financial Planner®, I’m here to support you in navigating your unique financial path, and these carefully selected websites provide valuable tools and expert advice to help you achieve your goals. Remember, financial planning is an ongoing process, and with the right resources at your fingertips, you’re better equipped to take control of your financial future. Continue to explore, learn, and take actionable steps toward building lasting financial security.

Advisory

Learn
more

As your Chief Financial Officer, I’m here to help you understand the various tools available to you and your business to build your wealth. There are many factors to consider and understanding your goals is key to building a plan that serves you today and well into the future – as your life changes.

These articles are for information purposes only and are not a replacement for personal financial planning. Everyone’s circumstances and needs are different. Errors and Omissions exempt.

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Roxanne Arnal is a former Optometrist, Professional Corporation President, and practice owner. Today she is on a mission to Empower You & Your Wealth with Clarity, Confidence, & Control.

Have more questions than answers? Educating you is just one piece of being your personal CFO that I offer. Call 780-261-3098 or email Roxanne@C3WealthAdvisors.ca today to discuss insurance.

We have enjoyed and trusted Roxanne since we started doing business with her some five years ago.  Over that period of time, Roxanne has expanded her knowledge and association with some great investment minds.  Confidence is required in any relationship, and we are confident with Roxanne and her team even in these volatile times.  We are looking forward to a great future.
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Estate planning to me was a daunting and stressful task. I knew it had to be done but where do I begin? How do I divide my estate? To whom? How much? The list goes on. However, lucky for me my estate planner, Roxanne Arnal has my back. What an enormous relief to have a person who knows the right questions to ask and delves into areas you had no idea existed. In the end, having an estate planner and having a plan in place is the best move you can make for your own piece of mind!
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