Selected Links of Interest to Independent Investors
Contents
Independent investing sites
Investing discussion forums
Investor Advocacy
Publications
Ombudsman services
Regulators and industry associations
Financial advisors
Taxation

Independent investing sites

 A Primer for Canadian Do-It-Yourself Investors Shakespeare]
 Canadian MoneySaver magazine
 The Coffeehouse Investor
 Dividend Based Investing
 Efficient Market Canada
 gummy stuff
 Independent Investor
 indextracker.ch
 It's Only Money [Scott Burns]
 Money (finance, investment, taxes) [Richard Akerman]
 Money Links [John Hagstrom]
 John Norstad
 On Your Side [Ellen Roseman]
 Stingy Investor
 Dr. Gail Waldby
 Jason Zweig

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Investing discussion forums

 
Financial Wisdom Forum
 Bogleheads aka diehards.org

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Investor Advocacy

 
Bogle Financial Markets Research Center [John Bogle]
 Bogle eBlog [John Bogle]
 Canadian Fund Watch [Ken Kivenko]
 Fund Democracy
 Investorism [Joe Killoran]
 Small Investor Protection Association [SIPA]

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Publications

 
Benefits Canada
 Canadian Investment Review
 Canadian MoneySaver
 Efficient Frontier
 Financial Advisor
 Investment Executive
 Journal of Indexes
 Money Sense

 Latest Journal Articles And Working Papers In Finance
 Social Science Research Network (SSRN)
 OSU Finance Site List

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Ombudsman services

 
Financial Consumers Agency of Canada (FCAC)
 Centre for the Financial Services OmbudsNetwork (CFSON)
 Ombudsman for Banking Services and Investments (OBSI)
 Canadian Life and Health Insurance OmbudService (CLHIO)
 General Insurance OmbudService (GIO)

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Regulators and industry associations

 
Advocis
 American Association of Individual Investors
 Association for Investment Management and Research (AIMR) [CFA]
 Canadian Association of Financial Planners [now Advocis]
 Canadian Bankers Association
 Canadian Foundation for Economic Education
 Canadian Securities Administrators
 Canadian Securities Institute
 Canadian Tax Foundation
 Financial Planners Standards Council [CFP]
 Financial Planning Association [CFP]
 FreeEDGAR
 Industry Canada Consumer Affairs
 Institute of Advanced Financial Planners [RFP]
 Investment Company Institute
 Investment Dealers Association
 Investment Funds Institute of Canada
 Investor Learning Center
 Investor e·ducation Fund [OSC/CSA]
 Mutual Fund Dealers Association
 National Association of Personal Financial Advisors [fee-only]
 Ontario Securities Commission
 Securities and Exchange CommissionUS Mutual Fund Cost Calculator
 SEDAR

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Financial advisors

 
Advocis Find-an-advisor
 CAFP
 CSA Choosing Your Financial Adviser
 FPSC Find-a-planner
 IAFP [RFP] Find-a-planner

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Taxation

 
Canada Revenue Agency (aka Revenue Canada, CCRA)
 Ernst & Young
 KPMG
 IRS Tax Forms and Publications
 US Tax Guide for Investors

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