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Peter Takeda, CFP, CIM
Al Ferrer, CIM, FCSI
Sharon Caunan

Tel: 416-296-7113
Toll Free: 1 800-924-0558
Fax: 416-515-1586

Address
2 St. Clair Ave. West
19th Floor
Toronto, ON
M4V 1L5
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Other Sites

BMO Bank of Montreal
Information on mortgages, loans, online banking services and more.

Financial Planners Standards Council
As a standards-setting and certification body, FPSC ensures CFP® professionals and Registered Candidates meet appropriate standards of competence and professionalism through rigorous requirements of education, examination, experience and ethics.

Chartered Investment Manager (CIM®) Website
The Chartered Investment Manager (CIM®) Designation is a leading industry standard that is recognized by the Canadian securities regulators

Bloomberg News Service
Up to the minute market news and information

Globefund
Globefund combines The Globe and Mail's wealth of mutual fund daily data with published articles from Canada's most authoritative financial journalists, background profiles on funds and fund companies.

 

Canada Revenue Agency (CRA)
CRA (formerly known as Revenue Canada)

IRS Form 8621
Form 8621, Information Return by a Sharholder of a Passive Foreign Investment Company or Qualified Election Fund. This form is to be used with any US Person's US Tax Filing should they hold a mutual fund in a non-registered account, TFSA or RESP.

IRS Form 8891
Form 8891, U.S. Information Return for Beneficiaries of Certain Canadian Regiestered Retirement Plans. Required for U.S. Persons who contribute to or receive distributions from an RRSP or RRIF.

WEBMD
Perhaps the best online medical information site available. Easy to navigate and full of great information that helps us understand our bodies as we get older.

Gas Buddy
Tired of searching around for the lowest gas prices in Toronto? Click here for a "real time" listing of gas prices